+2,423.9%
MUU vs NU
+13.4%
+2,410.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.1% | -9.5% | -9.5% |
| 7D | +3.6% | -4.2% | +7.8% | +7.3% |
| 30D | +22.3% | +10.0% | +12.3% | +10.1% |
| 3M | -8.2% | +29.3% | -37.5% | -27.3% |
| 6M | +256.3% | +0.9% | +255.4% | +248.3% |
| YTD | +534.4% | -10.3% | +544.7% | +606.9% |
| 1Y | +2,163.5% | -3.2% | +2,166.7% | +2,257.5% |
| All | +2,423.9% | +13.4% | +2,410.5% | +1,869.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling