+6,831.7%
STX vs MUB
+76.3%
+6,755.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +2.4% | -0.9% | +3.2% | +2.9% |
| 30D | +1.4% | -1.4% | +2.8% | +2.2% |
| 3M | -8.2% | -2.2% | -6.1% | -7.1% |
| 6M | +127.0% | -1.9% | +128.9% | +129.7% |
| YTD | +209.1% | -0.8% | +209.9% | +210.8% |
| 1Y | +365.4% | +2.7% | +362.7% | +358.8% |
| 3Y | +1,135.4% | +8.6% | +1,126.8% | +1,083.8% |
| 5Y | +991.5% | +2.0% | +989.5% | +973.7% |
| 10Y | +3,695.8% | +17.9% | +3,677.9% | +3,459.6% |
| All | +6,831.7% | +76.3% | +6,755.4% | +5,320.8% |
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