+1,272.2%
MUU vs NDAQ
+53.7%
+1,218.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.1% | -5.2% |
| 7D | +24.7% | +1.3% | +23.4% | +23.9% |
| 30D | -35.1% | +18.0% | -53.1% | -40.7% |
| 3M | -44.3% | +11.5% | -55.8% | -47.4% |
| 6M | -44.4% | +21.1% | -65.5% | -51.9% |
| YTD | +244.9% | +12.8% | +232.1% | +227.0% |
| 1Y | +365.6% | +25.7% | +339.9% | +254.1% |
| All | +1,272.2% | +53.7% | +1,218.6% | +375.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling