+2,538.2%
MUU vs STRL
+231.5%
+2,306.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.2% | -6.2% | -6.1% |
| 7D | +13.9% | +10.1% | +3.8% | +3.9% |
| 30D | +24.8% | -8.2% | +33.0% | +36.3% |
| 3M | -15.7% | -43.7% | +27.9% | +56.6% |
| 6M | +338.9% | +27.1% | +311.8% | +271.0% |
| YTD | +563.2% | +64.0% | +499.2% | +337.8% |
| 1Y | +2,577.5% | +75.2% | +2,502.3% | +1,585.9% |
| All | +2,538.2% | +231.5% | +2,306.8% | +729.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling