+2,396.1%
MUU vs NTR
+69.1%
+2,327.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -8.2% | -1.3% | -7.0% | -7.9% |
| 30D | +10.2% | +16.8% | -6.6% | +5.7% |
| 3M | -26.5% | +20.7% | -47.3% | -30.7% |
| 6M | +227.2% | +0.5% | +226.7% | +226.4% |
| YTD | +527.4% | +29.2% | +498.2% | +444.7% |
| 1Y | +1,843.7% | +39.6% | +1,804.1% | +1,460.5% |
| All | +2,396.1% | +69.1% | +2,327.0% | +1,338.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling