+102.4%
STX vs MUU
+341.8%
-239.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -1.4% |
| 7D | +14.6% | +24.7% | -10.1% | +6.5% |
| 30D | -26.0% | -35.1% | +9.2% | -17.2% |
| 3M | -42.6% | -44.3% | +1.6% | -33.6% |
| 6M | -35.3% | -44.4% | +9.2% | -33.5% |
| YTD | +92.5% | +244.9% | -152.5% | +1.3% |
| 1Y | +102.4% | +365.6% | -263.2% | -4.3% |
| All | +102.4% | +341.8% | -239.4% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling