+2,423.9%
MUU vs NEE
+8.0%
+2,415.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -9.1% | -9.3% |
| 7D | +3.6% | -1.9% | +5.5% | +4.0% |
| 30D | +22.3% | -3.1% | +25.5% | +23.3% |
| 3M | -8.2% | -2.4% | -5.8% | -7.7% |
| 6M | +256.3% | -8.6% | +264.9% | +265.0% |
| YTD | +534.4% | +4.9% | +529.5% | +501.0% |
| 1Y | +2,163.5% | +19.4% | +2,144.1% | +1,934.3% |
| All | +2,423.9% | +8.0% | +2,415.9% | +1,788.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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