+1,138.0%
MUU vs STT
+103.0%
+1,035.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +3.2% | +9.3% | +6.6% |
| 7D | -27.2% | +0.9% | -28.1% | -25.9% |
| 30D | -54.0% | -2.3% | -51.7% | -49.8% |
| 3M | -41.4% | -7.0% | -34.5% | -31.3% |
| 6M | -42.5% | +15.5% | -57.9% | -52.3% |
| YTD | +211.2% | +35.6% | +175.6% | +88.0% |
| 1Y | +313.4% | +47.9% | +265.5% | +114.7% |
| All | +1,138.0% | +103.0% | +1,035.0% | +222.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling