+504.3%
MUU vs NRG
-50.8%
+555.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -13.5% | -0.5% | +1.3% |
| 7D | -35.9% | -13.7% | -22.1% | -24.0% |
| 30D | -47.1% | -13.6% | -33.6% | -37.6% |
| 3M | -29.8% | -28.5% | -1.3% | +1.9% |
| 6M | +16.0% | -45.8% | +61.8% | +134.1% |
| YTD | +286.1% | -46.9% | +333.0% | +702.3% |
| 1Y | +504.3% | -49.7% | +554.0% | +1,259.0% |
| All | +504.3% | -50.8% | +555.1% | +1,259.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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