+2,538.2%
MUU vs STZ
-47.3%
+2,585.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.6% | +2.6% | -3.2% |
| 7D | +13.9% | -7.4% | +21.3% | +13.6% |
| 30D | +24.8% | -10.9% | +35.7% | +24.1% |
| 3M | -15.7% | -13.4% | -2.3% | -15.7% |
| 6M | +338.9% | -16.2% | +355.1% | +337.3% |
| YTD | +563.2% | -10.4% | +573.6% | +512.8% |
| 1Y | +2,577.5% | -14.8% | +2,592.3% | +2,438.3% |
| All | +2,538.2% | -47.3% | +2,585.5% | +2,629.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling