+2,683.6%
MUU vs NTR
+74.0%
+2,609.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | +0.5% | +14.5% | +14.8% |
| 30D | +36.8% | +21.7% | +15.1% | +29.8% |
| 3M | -8.5% | +22.8% | -31.3% | -13.9% |
| 6M | +320.7% | +8.2% | +312.5% | +307.7% |
| YTD | +599.7% | +32.9% | +566.8% | +502.5% |
| 1Y | +2,569.2% | +45.3% | +2,523.8% | +2,002.7% |
| All | +2,683.6% | +74.0% | +2,609.6% | +1,490.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling