+673.8%
STX vs MUB
+9.9%
+663.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.6% |
| 7D | +14.6% | -1.3% | +15.9% | +16.5% |
| 30D | -26.0% | +2.2% | -28.1% | -28.5% |
| 3M | -42.6% | -1.6% | -41.0% | -41.1% |
| 6M | -35.3% | -1.3% | -34.0% | -33.9% |
| YTD | +92.5% | -0.7% | +93.1% | +95.2% |
| 1Y | +102.4% | -0.2% | +102.6% | +103.9% |
| 3Y | +673.8% | +9.6% | +664.2% | +562.2% |
| All | +673.8% | +9.9% | +663.9% | +562.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling