+504.3%
MUU vs NDAQ
+28.8%
+475.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +2.6% | -16.6% | -12.1% |
| 7D | -35.9% | +3.9% | -39.8% | -33.7% |
| 30D | -47.1% | +19.0% | -66.1% | -39.9% |
| 3M | -29.8% | +17.6% | -47.4% | -21.3% |
| 6M | +16.0% | +21.0% | -5.0% | +46.4% |
| YTD | +286.1% | +14.1% | +272.0% | +448.7% |
| 1Y | +504.3% | +29.4% | +474.9% | +698.0% |
| All | +504.3% | +28.8% | +475.5% | +698.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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