+2,620.0%
MUU vs STLD
+92.7%
+2,527.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +13.7% |
| 7D | +17.4% | +3.1% | +14.2% | +12.0% |
| 30D | +24.0% | -9.0% | +32.9% | +37.9% |
| 3M | -23.9% | -12.4% | -11.5% | -11.5% |
| 6M | +284.4% | +25.5% | +258.9% | +176.3% |
| YTD | +583.7% | +43.6% | +540.1% | +293.5% |
| 1Y | +2,981.5% | +87.2% | +2,894.3% | +1,090.1% |
| All | +2,620.0% | +92.7% | +2,527.4% | +943.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 all: compounded portfolio wealth divided by compounded STLD 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…
all analysis · Full analysis span regression · 6 months rolling