+3,988.2%
STRL vs MUB
+21.2%
+3,967.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.1% | +14.9% | +14.9% |
| 7D | -13.3% | +1.0% | -14.4% | -14.4% |
| 30D | -43.3% | +3.9% | -47.2% | -45.7% |
| 3M | -46.9% | -0.4% | -46.5% | -46.7% |
| 6M | -65.6% | -0.6% | -65.0% | -65.4% |
| YTD | -5.1% | +0.4% | -5.5% | -5.3% |
| 1Y | -23.1% | +0.8% | -23.9% | -23.5% |
| 3Y | +346.8% | +11.3% | +335.5% | +300.2% |
| 5Y | +907.2% | +3.4% | +903.8% | +870.8% |
| 10Y | +3,988.2% | +21.9% | +3,966.3% | +4,135.6% |
| All | +3,988.2% | +21.2% | +3,967.0% | +4,135.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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