+2,396.4%
MUU vs STLA
-40.0%
+2,436.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.6% |
| 7D | +15.0% | +0.4% | +14.7% | +14.8% |
| 30D | +36.8% | -5.2% | +42.0% | +40.5% |
| 3M | -8.5% | -24.9% | +16.4% | +10.6% |
| 6M | +320.7% | -25.2% | +345.9% | +417.7% |
| YTD | +599.7% | -51.4% | +651.1% | +960.5% |
| All | +2,396.4% | -40.0% | +2,436.3% | +2,776.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling