+2,071.0%
STX vs MUB
+21.2%
+2,049.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.1% | +9.7% | +9.7% |
| 7D | -14.8% | +1.0% | -15.8% | -15.7% |
| 30D | -35.4% | +3.9% | -39.2% | -37.9% |
| 3M | -37.7% | -0.4% | -37.3% | -37.5% |
| 6M | -35.2% | -0.6% | -34.7% | -34.9% |
| YTD | +84.4% | +0.4% | +84.0% | +83.7% |
| 1Y | +82.3% | +0.8% | +81.4% | +80.9% |
| 3Y | +646.2% | +11.3% | +634.9% | +575.3% |
| 5Y | +487.4% | +3.4% | +484.0% | +462.7% |
| 10Y | +2,071.0% | +21.9% | +2,049.1% | +2,174.2% |
| All | +2,071.0% | +21.2% | +2,049.8% | +2,174.2% |
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