+2,423.9%
MUU vs STZ
-46.1%
+2,469.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.9% | -11.2% | -9.2% |
| 7D | +3.6% | -4.1% | +7.6% | +3.4% |
| 30D | +22.3% | -7.6% | +29.9% | +21.9% |
| 3M | -8.2% | -12.3% | +4.1% | -7.9% |
| 6M | +256.3% | -16.3% | +272.6% | +258.0% |
| YTD | +534.4% | -8.4% | +542.8% | +487.0% |
| 1Y | +2,163.5% | -10.8% | +2,174.3% | +2,027.1% |
| All | +2,423.9% | -46.1% | +2,469.9% | +2,513.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling