+2,396.1%
MUU vs NI
+28.5%
+2,367.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -8.2% | 0.0% | -8.3% | -8.3% |
| 30D | +10.2% | -1.4% | +11.5% | +11.4% |
| 3M | -26.5% | -10.6% | -15.9% | -19.4% |
| 6M | +227.2% | -9.3% | +236.5% | +246.8% |
| YTD | +527.4% | +1.1% | +526.3% | +483.4% |
| 1Y | +1,843.7% | +3.4% | +1,840.3% | +1,662.9% |
| All | +2,396.1% | +28.5% | +2,367.6% | +2,373.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling