+2,683.6%
MUU vs STLA
-56.8%
+2,740.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +7.0% |
| 7D | +15.0% | +0.4% | +14.7% | +14.6% |
| 30D | +36.8% | -5.2% | +42.0% | +41.3% |
| 3M | -8.5% | -24.9% | +16.4% | +14.8% |
| 6M | +320.7% | -25.2% | +345.9% | +434.1% |
| YTD | +599.7% | -51.4% | +651.1% | +1,088.4% |
| 1Y | +2,569.2% | -40.7% | +2,609.9% | +3,551.8% |
| All | +2,683.6% | -56.8% | +2,740.4% | +4,413.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling