+127.0%
STX vs MUU
+299.2%
-172.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.6% | -5.3% | +3.1% |
| 7D | +2.4% | +17.4% | -15.0% | -2.2% |
| 30D | +1.4% | +24.0% | -22.6% | -4.5% |
| 3M | -8.2% | -23.9% | +15.7% | -8.8% |
| 6M | +127.0% | +284.4% | -157.4% | +32.1% |
| All | +127.0% | +299.2% | -172.2% | +32.1% |
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 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