+2,521.7%
MUU vs NU
-9.7%
+2,531.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.6% | -1.2% | -25.4% | -25.5% |
| 7D | -23.7% | -8.8% | -14.9% | -18.0% |
| 30D | +50.2% | -17.3% | +67.6% | +76.7% |
| 3M | +278.9% | -19.2% | +298.1% | +357.1% |
| 6M | +826.1% | -28.3% | +854.5% | +1,176.4% |
| YTD | +559.0% | -28.5% | +587.5% | +807.0% |
| 1Y | +3,710.5% | -1.2% | +3,711.6% | +3,587.5% |
| All | +2,521.7% | -9.7% | +2,531.3% | +2,426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling