+7,178.3%
STRL vs MUB
+17.9%
+7,160.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | +10.1% | -0.3% | +10.4% | +10.4% |
| 30D | -8.2% | -1.5% | -6.7% | -6.7% |
| 3M | -43.7% | -1.9% | -41.8% | -42.5% |
| 6M | +27.1% | -1.7% | +28.8% | +29.7% |
| YTD | +64.0% | -0.8% | +64.8% | +65.9% |
| 1Y | +75.2% | +1.5% | +73.7% | +73.5% |
| 3Y | +539.9% | +8.8% | +531.1% | +489.5% |
| 5Y | +2,133.0% | +2.0% | +2,131.0% | +2,086.5% |
| 10Y | +7,178.3% | +18.0% | +7,160.3% | +7,247.7% |
| All | +7,178.3% | +17.9% | +7,160.4% | +7,247.7% |
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