+504.3%
MUU vs NVD
-27.4%
+531.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +6.5% | -20.5% | -7.7% |
| 7D | -35.9% | +15.0% | -50.8% | -24.7% |
| 30D | -47.1% | +39.3% | -86.4% | -23.4% |
| 3M | -29.8% | +3.1% | -33.0% | -19.1% |
| 6M | +16.0% | -19.0% | +35.0% | +31.8% |
| YTD | +286.1% | -35.5% | +321.6% | +315.2% |
| 1Y | +504.3% | -30.2% | +534.5% | +652.5% |
| All | +504.3% | -27.4% | +531.7% | +652.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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