+2,423.9%
MUU vs NSC
+37.3%
+2,386.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -1.4% | +4.9% | +5.1% |
| 30D | +22.3% | -3.4% | +25.7% | +26.8% |
| 3M | -8.2% | +5.1% | -13.3% | -14.6% |
| 6M | +256.3% | +9.2% | +247.1% | +204.5% |
| YTD | +534.4% | +13.4% | +521.0% | +398.5% |
| 1Y | +2,163.5% | +20.8% | +2,142.7% | +1,473.0% |
| All | +2,423.9% | +37.3% | +2,386.6% | +1,220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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