+2,620.0%
MUU vs NXT
+144.0%
+2,476.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +10.7% |
| 7D | +17.4% | -1.1% | +18.5% | +18.1% |
| 30D | +24.0% | -15.3% | +39.3% | +39.4% |
| 3M | -23.9% | -43.8% | +19.9% | +20.5% |
| 6M | +284.4% | -18.7% | +303.1% | +381.2% |
| YTD | +583.7% | -3.0% | +586.7% | +677.4% |
| 1Y | +2,981.5% | +22.7% | +2,958.7% | +3,060.2% |
| All | +2,620.0% | +144.0% | +2,476.0% | +2,010.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling