+2,396.1%
MUU vs NUE
+76.6%
+2,319.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -3.1% |
| 7D | -8.2% | -0.6% | -7.6% | -7.4% |
| 30D | +10.2% | -4.6% | +14.7% | +16.6% |
| 3M | -26.5% | -0.3% | -26.2% | -28.4% |
| 6M | +227.2% | +51.9% | +175.3% | +91.0% |
| YTD | +527.4% | +60.0% | +467.4% | +239.3% |
| 1Y | +1,843.7% | +82.9% | +1,760.8% | +764.4% |
| All | +2,396.1% | +76.6% | +2,319.4% | +955.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling