+2,396.1%
MUU vs MSTZ
-97.9%
+2,494.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -2.0% |
| 7D | -8.2% | +17.0% | -25.3% | -4.6% |
| 30D | +10.2% | -61.8% | +72.0% | -8.0% |
| 3M | -26.5% | -54.6% | +28.1% | -31.8% |
| 6M | +227.2% | -59.3% | +286.5% | +230.6% |
| YTD | +527.4% | -74.6% | +602.0% | +529.6% |
| 1Y | +1,843.7% | -18.8% | +1,862.5% | +2,769.1% |
| All | +2,396.1% | -97.9% | +2,494.0% | +2,819.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MSTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling