-35.3%
STX vs MUU
-45.5%
+10.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | -17.5% |
| 3M | -42.6% | -44.3% | +1.6% | -33.8% |
| 6M | -35.3% | -44.4% | +9.2% | -30.9% |
| All | -35.3% | -45.5% | +10.2% | -30.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling