+1,106.1%
MUU vs STM
+63.3%
+1,042.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -2.9% | -3.1% |
| 7D | -32.5% | -7.9% | -24.6% | -19.9% |
| 30D | -55.2% | -14.1% | -41.1% | -41.4% |
| 3M | -40.7% | -17.6% | -23.1% | -18.5% |
| 6M | -43.9% | -24.2% | -19.7% | +0.6% |
| YTD | +203.2% | +73.3% | +129.9% | +113.0% |
| 1Y | +257.0% | +90.1% | +166.9% | +127.8% |
| All | +1,106.1% | +63.3% | +1,042.8% | +699.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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