+2,683.6%
MUU vs NDAQ
+33.0%
+2,650.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.0% |
| 7D | +15.0% | -1.6% | +16.6% | +15.8% |
| 30D | +36.8% | -1.5% | +38.3% | +37.6% |
| 3M | -8.5% | +8.0% | -16.5% | -16.2% |
| 6M | +320.7% | +7.7% | +313.0% | +268.1% |
| YTD | +599.7% | -2.3% | +602.0% | +615.1% |
| 1Y | +2,569.2% | +0.6% | +2,568.6% | +2,438.9% |
| All | +2,683.6% | +33.0% | +2,650.5% | +940.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling