+2,396.1%
MUU vs NVD
-86.5%
+2,482.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -0.9% |
| 7D | -8.2% | +10.8% | -19.1% | +0.3% |
| 30D | +10.2% | +0.8% | +9.4% | +14.3% |
| 3M | -26.5% | -20.8% | -5.7% | -30.2% |
| 6M | +227.2% | -41.2% | +268.4% | +183.6% |
| YTD | +527.4% | -44.2% | +571.6% | +459.5% |
| 1Y | +1,843.7% | -54.2% | +1,897.8% | +1,598.5% |
| All | +2,396.1% | -86.5% | +2,482.5% | +1,418.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling