+2,620.0%
MUU vs STM
+90.5%
+2,529.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.9% | +9.7% | +9.1% |
| 7D | +17.4% | +5.8% | +11.6% | +9.2% |
| 30D | +24.0% | -1.0% | +25.0% | +25.6% |
| 3M | -23.9% | -33.3% | +9.4% | +47.1% |
| 6M | +284.4% | +57.4% | +227.1% | +175.5% |
| YTD | +583.7% | +102.2% | +481.5% | +270.7% |
| 1Y | +2,981.5% | +99.6% | +2,881.9% | +1,573.7% |
| All | +2,620.0% | +90.5% | +2,529.5% | +1,291.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling