+1,021.7%
STRL vs MUB
+78.3%
+943.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | -26.9% | +0.7% | -27.6% | -27.2% |
| 30D | -52.7% | +4.4% | -57.0% | -53.7% |
| 3M | -52.8% | -0.2% | -52.7% | -52.8% |
| 6M | -71.5% | -0.6% | -70.9% | -71.4% |
| YTD | -17.4% | +0.3% | -17.8% | -17.5% |
| 1Y | -35.0% | +0.8% | -35.7% | -35.1% |
| 3Y | +239.2% | +12.0% | +227.2% | +222.8% |
| 5Y | +830.2% | +3.4% | +826.7% | +811.8% |
| 10Y | +3,574.7% | +20.7% | +3,554.0% | +3,393.2% |
| All | +1,021.7% | +78.3% | +943.4% | +874.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling