+1,272.2%
MUU vs STZ
-36.1%
+1,308.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.7% | -5.9% | -5.1% |
| 7D | +24.7% | +2.6% | +22.1% | +25.5% |
| 30D | -35.1% | +15.2% | -50.3% | -32.7% |
| 3M | -44.3% | +7.6% | -51.9% | -42.1% |
| 6M | -44.4% | +5.3% | -49.7% | -42.2% |
| YTD | +244.9% | +8.6% | +236.3% | +232.9% |
| 1Y | +365.6% | +15.6% | +350.0% | +337.0% |
| All | +1,272.2% | -36.1% | +1,308.3% | +1,382.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling