+1,272.2%
MUU vs NXT
+174.4%
+1,097.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.8% | -6.3% |
| 7D | +24.7% | -9.4% | +34.1% | +33.5% |
| 30D | -35.1% | +15.1% | -50.2% | -42.1% |
| 3M | -44.3% | -9.1% | -35.2% | -41.8% |
| 6M | -44.4% | -30.3% | -14.1% | -27.5% |
| YTD | +244.9% | +9.1% | +235.8% | +251.0% |
| 1Y | +365.6% | +7.9% | +357.7% | +380.0% |
| All | +1,272.2% | +174.4% | +1,097.8% | +852.9% |
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