+2,396.1%
MUU vs NTRS
+118.6%
+2,277.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -2.6% |
| 7D | -8.2% | +1.4% | -9.6% | -10.2% |
| 30D | +10.2% | -0.7% | +10.8% | +10.5% |
| 3M | -26.5% | +11.3% | -37.8% | -37.4% |
| 6M | +227.2% | +35.5% | +191.7% | +105.6% |
| YTD | +527.4% | +40.6% | +486.8% | +268.7% |
| 1Y | +1,843.7% | +49.2% | +1,794.5% | +930.5% |
| All | +2,396.1% | +118.6% | +2,277.4% | +588.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling