+761.1%
STX vs MUU
+2,639.0%
-1,877.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.0% | +9.5% | +7.3% |
| 7D | +10.7% | +13.9% | -3.2% | +6.8% |
| 30D | +11.3% | +24.8% | -13.5% | +4.7% |
| 3M | +3.2% | -15.7% | +19.0% | +0.5% |
| 6M | +157.0% | +338.9% | -181.9% | +48.4% |
| YTD | +229.2% | +563.2% | -333.9% | +70.1% |
| 1Y | +381.8% | +2,577.5% | -2,195.6% | +78.3% |
| All | +761.1% | +2,639.0% | -1,877.8% | +177.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling