+2,620.0%
MUU vs NU
+16.0%
+2,604.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.0% | +13.6% | +13.4% |
| 7D | +17.4% | +7.5% | +9.9% | +9.4% |
| 30D | +24.0% | +6.1% | +17.8% | +15.8% |
| 3M | -23.9% | +26.8% | -50.7% | -38.6% |
| 6M | +284.4% | +2.5% | +282.0% | +272.6% |
| YTD | +583.7% | -8.2% | +591.9% | +647.0% |
| 1Y | +2,981.5% | +3.4% | +2,978.1% | +2,926.2% |
| All | +2,620.0% | +16.0% | +2,604.0% | +1,980.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded NU 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling