+2,683.6%
MUU vs NI
+29.3%
+2,654.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.1% | +6.0% |
| 7D | +15.0% | +1.3% | +13.8% | +13.7% |
| 30D | +36.8% | -0.3% | +37.1% | +37.0% |
| 3M | -8.5% | -9.5% | +1.0% | -0.8% |
| 6M | +320.7% | -10.2% | +331.0% | +351.3% |
| YTD | +599.7% | +1.8% | +597.9% | +546.9% |
| 1Y | +2,569.2% | +5.7% | +2,563.5% | +2,268.0% |
| All | +2,683.6% | +29.3% | +2,654.3% | +2,642.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling