+504.3%
MUU vs STZ
+14.7%
+489.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.3% | -19.3% | -8.3% |
| 7D | -35.9% | +13.0% | -48.8% | -25.8% |
| 30D | -47.1% | +29.4% | -76.5% | -30.3% |
| 3M | -29.8% | +11.6% | -41.4% | -17.0% |
| 6M | +16.0% | -0.2% | +16.2% | +34.7% |
| YTD | +286.1% | +8.6% | +277.5% | +301.6% |
| 1Y | +504.3% | +15.9% | +488.4% | +579.0% |
| All | +504.3% | +14.7% | +489.6% | +579.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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