+2,981.5%
MUU vs NUE
+82.6%
+2,898.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +12.1% |
| 7D | +17.4% | +4.2% | +13.2% | +12.6% |
| 30D | +24.0% | -5.0% | +28.9% | +30.5% |
| 3M | -23.9% | -0.2% | -23.7% | -22.8% |
| 6M | +284.4% | +49.1% | +235.3% | +183.6% |
| YTD | +583.7% | +61.0% | +522.7% | +383.8% |
| 1Y | +2,981.5% | +82.5% | +2,898.9% | +1,955.8% |
| All | +2,981.5% | +82.6% | +2,898.9% | +1,955.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling