+2,981.5%
MUU vs NI
+1.4%
+2,980.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.6% | +12.2% | +12.0% |
| 7D | +17.4% | +2.0% | +15.4% | +16.0% |
| 30D | +24.0% | -3.5% | +27.5% | +26.5% |
| 3M | -23.9% | -9.1% | -14.8% | -20.2% |
| 6M | +284.4% | -11.8% | +296.3% | +312.1% |
| YTD | +583.7% | +1.1% | +582.6% | +498.4% |
| 1Y | +2,981.5% | +6.7% | +2,974.8% | +2,574.5% |
| All | +2,981.5% | +1.4% | +2,980.1% | +2,574.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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