+2,038.9%
STX vs MUB
+22.3%
+2,016.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.4% |
| 7D | +16.8% | -0.8% | +17.7% | +17.8% |
| 30D | -27.0% | +2.4% | -29.5% | -28.9% |
| 3M | -37.9% | -1.1% | -36.8% | -37.3% |
| 6M | -32.5% | -1.0% | -31.5% | -31.9% |
| YTD | +98.6% | -0.3% | +98.9% | +99.2% |
| 1Y | +93.6% | 0.0% | +93.6% | +93.7% |
| 3Y | +699.1% | +10.2% | +688.9% | +628.1% |
| 5Y | +481.0% | +2.9% | +478.1% | +459.2% |
| All | +2,038.9% | +22.3% | +2,016.7% | +2,068.3% |
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