+1,272.2%
MUU vs STM
+70.7%
+1,201.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -6.0% |
| 7D | +24.7% | +12.0% | +12.7% | +7.8% |
| 30D | -35.1% | -0.4% | -34.8% | -30.3% |
| 3M | -44.3% | -13.2% | -31.1% | -28.0% |
| 6M | -44.4% | -26.1% | -18.4% | +2.2% |
| YTD | +244.9% | +81.2% | +163.7% | +129.5% |
| 1Y | +365.6% | +98.3% | +267.3% | +181.7% |
| All | +1,272.2% | +70.7% | +1,201.5% | +761.9% |
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