+2,683.6%
MUU vs NXT
+137.9%
+2,545.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.6% | +9.1% | +8.2% |
| 7D | +15.0% | -0.2% | +15.2% | +15.0% |
| 30D | +36.8% | -20.0% | +56.8% | +60.3% |
| 3M | -8.5% | -30.9% | +22.4% | +25.6% |
| 6M | +320.7% | -23.8% | +344.6% | +446.5% |
| YTD | +599.7% | -5.4% | +605.1% | +708.7% |
| 1Y | +2,569.2% | +28.0% | +2,541.1% | +2,605.4% |
| All | +2,683.6% | +137.9% | +2,545.7% | +2,095.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling