+2,981.5%
MUU vs NDAQ
+4.3%
+2,977.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +10.3% |
| 7D | +17.4% | -2.4% | +19.8% | +15.6% |
| 30D | +24.0% | +2.5% | +21.5% | +26.1% |
| 3M | -23.9% | +9.9% | -33.8% | -13.6% |
| 6M | +284.4% | +9.4% | +275.0% | +334.6% |
| YTD | +583.7% | +0.4% | +583.3% | +740.1% |
| 1Y | +2,981.5% | +4.0% | +2,977.4% | +3,581.1% |
| All | +2,981.5% | +4.3% | +2,977.2% | +3,581.1% |
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