+2,538.2%
MUU vs NOC
+0.8%
+2,537.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -2.6% |
| 7D | +13.9% | -2.7% | +16.6% | +12.3% |
| 30D | +24.8% | -8.9% | +33.7% | +18.9% |
| 3M | -15.7% | -3.7% | -12.1% | -15.1% |
| 6M | +338.9% | -30.8% | +369.7% | +320.0% |
| YTD | +563.2% | -7.9% | +571.1% | +589.6% |
| 1Y | +2,577.5% | -9.4% | +2,586.9% | +2,689.7% |
| All | +2,538.2% | +0.8% | +2,537.5% | +3,599.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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