+504.3%
MUU vs STT
+53.6%
+450.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.2% | -16.2% | -17.3% |
| 7D | -35.9% | -0.1% | -35.8% | -35.9% |
| 30D | -47.1% | -1.7% | -45.4% | -45.6% |
| 3M | -29.8% | -6.4% | -23.5% | -22.9% |
| 6M | +16.0% | +17.7% | -1.7% | -1.0% |
| YTD | +286.1% | +36.9% | +249.2% | +143.2% |
| 1Y | +504.3% | +52.0% | +452.3% | +202.5% |
| All | +504.3% | +53.6% | +450.8% | +202.5% |
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