+2,683.6%
MUU vs NU
+13.2%
+2,670.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.2% | +7.7% | +7.5% |
| 7D | +15.0% | -2.6% | +17.6% | +17.4% |
| 30D | +36.8% | +8.2% | +28.6% | +25.1% |
| 3M | -8.5% | +26.3% | -34.8% | -25.9% |
| 6M | +320.7% | +2.2% | +318.5% | +306.4% |
| YTD | +599.7% | -10.4% | +610.1% | +680.7% |
| 1Y | +2,569.2% | -3.0% | +2,572.2% | +2,676.1% |
| All | +2,683.6% | +13.2% | +2,670.4% | +2,074.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling