+504.3%
MUU vs NTRS
+43.5%
+460.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.1% | -17.1% | -17.6% |
| 7D | -35.9% | +3.6% | -39.4% | -38.8% |
| 30D | -47.1% | +4.3% | -51.4% | -49.8% |
| 3M | -29.8% | -1.9% | -27.9% | -28.8% |
| 6M | +16.0% | +11.4% | +4.6% | +4.1% |
| YTD | +286.1% | +32.3% | +253.8% | +158.2% |
| 1Y | +504.3% | +42.5% | +461.8% | +277.4% |
| All | +504.3% | +43.5% | +460.9% | +277.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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