+2,163.5%
MUU vs STM
+96.2%
+2,067.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.6% | -7.8% | -7.0% |
| 7D | +3.6% | -1.1% | +4.6% | +5.6% |
| 30D | +22.3% | -7.8% | +30.1% | +38.7% |
| 3M | -8.2% | -28.2% | +20.0% | +64.0% |
| 6M | +256.3% | +52.0% | +204.4% | +180.0% |
| YTD | +534.4% | +96.4% | +438.0% | +282.6% |
| 1Y | +2,163.5% | +98.8% | +2,064.7% | +1,074.7% |
| All | +2,163.5% | +96.2% | +2,067.3% | +1,074.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling