+365.6%
MUU vs STRL
-22.7%
+388.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.1% | -2.2% | -2.2% |
| 7D | +24.7% | +15.7% | +9.0% | +8.6% |
| 30D | -35.1% | -35.5% | +0.3% | +3.2% |
| 3M | -44.3% | -47.1% | +2.9% | +6.0% |
| 6M | -44.4% | -65.8% | +21.3% | +72.3% |
| YTD | +244.9% | -4.5% | +249.4% | +288.5% |
| 1Y | +365.6% | -10.5% | +376.1% | +462.3% |
| All | +365.6% | -22.7% | +388.3% | +462.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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