+2,981.5%
MUU vs STT
+75.3%
+2,906.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.4% |
| 7D | +17.4% | +0.5% | +16.9% | +16.6% |
| 30D | +24.0% | +3.9% | +20.1% | +17.2% |
| 3M | -23.9% | +20.0% | -43.8% | -38.6% |
| 6M | +284.4% | +55.3% | +229.1% | +131.6% |
| YTD | +583.7% | +53.3% | +530.4% | +296.8% |
| 1Y | +2,981.5% | +74.7% | +2,906.8% | +1,506.5% |
| All | +2,981.5% | +75.3% | +2,906.1% | +1,506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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