+365.6%
MUU vs NDAQ
+24.5%
+341.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.2% | -5.1% | -5.3% |
| 7D | +24.7% | +1.3% | +23.4% | +25.6% |
| 30D | -35.1% | +18.0% | -53.1% | -27.2% |
| 3M | -44.3% | +11.5% | -55.8% | -40.2% |
| 6M | -44.4% | +21.1% | -65.5% | -30.8% |
| YTD | +244.9% | +12.8% | +232.1% | +385.7% |
| 1Y | +365.6% | +25.7% | +339.9% | +537.3% |
| All | +365.6% | +24.5% | +341.1% | +537.3% |
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