+419.5%
STX vs MUU
+1,403.4%
-983.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.1% | -0.2% |
| 7D | +16.8% | +43.7% | -26.8% | +4.9% |
| 30D | -27.0% | -37.2% | +10.2% | -18.6% |
| 3M | -37.9% | -36.1% | -1.8% | -31.6% |
| 6M | -32.5% | -35.7% | +3.2% | -33.2% |
| YTD | +98.6% | +264.0% | -165.4% | +18.0% |
| 1Y | +93.6% | +359.1% | -265.5% | +6.7% |
| All | +419.5% | +1,403.4% | -983.9% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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