+2,423.9%
MUU vs NXT
+134.9%
+2,289.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.2% | -8.1% | -8.4% |
| 7D | +3.6% | -2.6% | +6.1% | +5.5% |
| 30D | +22.3% | -22.4% | +44.8% | +46.9% |
| 3M | -8.2% | -27.3% | +19.1% | +22.1% |
| 6M | +256.3% | -28.5% | +284.8% | +381.4% |
| YTD | +534.4% | -6.6% | +541.0% | +640.7% |
| 1Y | +2,163.5% | +20.4% | +2,143.1% | +2,270.5% |
| All | +2,423.9% | +134.9% | +2,289.0% | +1,911.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling