+2,538.2%
MUU vs NXT
+146.8%
+2,391.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.8% |
| 7D | +13.9% | +2.9% | +11.1% | +11.6% |
| 30D | +24.8% | -17.2% | +42.0% | +43.0% |
| 3M | -15.7% | -32.0% | +16.2% | +16.5% |
| 6M | +338.9% | -15.8% | +354.6% | +436.3% |
| YTD | +563.2% | -1.9% | +565.1% | +647.5% |
| 1Y | +2,577.5% | +22.5% | +2,555.0% | +2,637.4% |
| All | +2,538.2% | +146.8% | +2,391.5% | +1,929.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling