+2,538.2%
MUU vs STT
+126.8%
+2,411.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -0.9% |
| 7D | +13.9% | +2.2% | +11.7% | +9.8% |
| 30D | +24.8% | +3.9% | +20.9% | +15.9% |
| 3M | -15.7% | +19.2% | -34.9% | -37.0% |
| 6M | +338.9% | +60.4% | +278.5% | +97.1% |
| YTD | +563.2% | +51.5% | +511.7% | +216.9% |
| 1Y | +2,577.5% | +76.3% | +2,501.2% | +865.3% |
| All | +2,538.2% | +126.8% | +2,411.5% | +443.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling