+2,683.6%
MUU vs STM
+88.0%
+2,595.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.6% |
| 7D | +15.0% | +1.7% | +13.4% | +12.7% |
| 30D | +36.8% | -5.2% | +42.0% | +47.6% |
| 3M | -8.5% | -29.6% | +21.1% | +60.6% |
| 6M | +320.7% | +54.4% | +266.4% | +206.9% |
| YTD | +599.7% | +99.5% | +500.2% | +286.0% |
| 1Y | +2,569.2% | +100.8% | +2,468.4% | +1,344.1% |
| All | +2,683.6% | +88.0% | +2,595.6% | +1,349.4% |
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