+381.8%
STX vs MUB
+2.0%
+379.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +10.7% | -0.3% | +11.0% | +11.4% |
| 30D | +11.3% | -1.5% | +12.8% | +14.8% |
| 3M | +3.2% | -1.9% | +5.2% | +8.7% |
| 6M | +157.0% | -1.7% | +158.7% | +169.0% |
| YTD | +229.2% | -0.8% | +230.0% | +247.1% |
| 1Y | +381.8% | +1.5% | +380.4% | +346.8% |
| All | +381.8% | +2.0% | +379.9% | +346.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling