+2,683.6%
MUU vs STT
+126.8%
+2,556.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | +1.0% | +14.1% | +13.1% |
| 30D | +36.8% | +2.8% | +34.0% | +29.6% |
| 3M | -8.5% | +18.1% | -26.6% | -30.5% |
| 6M | +320.7% | +59.2% | +261.5% | +91.2% |
| YTD | +599.7% | +51.5% | +548.2% | +234.3% |
| 1Y | +2,569.2% | +75.7% | +2,493.5% | +868.8% |
| All | +2,683.6% | +126.8% | +2,556.8% | +473.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling