+2,423.9%
MUU vs NRG
+30.7%
+2,393.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.2% | -6.1% | -5.7% |
| 7D | +3.6% | -0.2% | +3.7% | +3.9% |
| 30D | +22.3% | -6.8% | +29.1% | +31.8% |
| 3M | -8.2% | -7.1% | -1.1% | +1.4% |
| 6M | +256.3% | -27.6% | +283.9% | +413.5% |
| YTD | +534.4% | -29.2% | +563.6% | +843.6% |
| 1Y | +2,163.5% | -29.9% | +2,193.4% | +3,407.5% |
| All | +2,423.9% | +30.7% | +2,393.2% | +2,018.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling