+1,106.1%
MUU vs STT
+103.9%
+1,002.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -3.4% |
| 7D | -32.5% | +1.1% | -33.6% | -31.6% |
| 30D | -55.2% | -1.9% | -53.3% | -51.5% |
| 3M | -40.7% | -7.6% | -33.1% | -29.6% |
| 6M | -43.9% | +16.0% | -59.9% | -53.9% |
| YTD | +203.2% | +36.2% | +167.0% | +81.7% |
| 1Y | +257.0% | +46.8% | +210.2% | +87.6% |
| All | +1,106.1% | +103.9% | +1,002.2% | +211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling