+743.6%
STX vs MUU
+2,789.9%
-2,046.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.5% | -7.5% | -3.5% |
| 7D | +9.6% | +15.0% | -5.5% | +5.3% |
| 30D | +10.6% | +36.8% | -26.2% | +1.5% |
| 3M | +4.8% | -8.5% | +13.3% | -0.3% |
| 6M | +137.3% | +320.7% | -183.5% | +38.4% |
| YTD | +222.5% | +599.7% | -377.2% | +64.1% |
| 1Y | +366.2% | +2,569.2% | -2,203.0% | +72.0% |
| All | +743.6% | +2,789.9% | -2,046.3% | +167.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling