+28.0%
NBIS vs MUU
+478.9%
-450.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -14.0% | +7.3% | -2.0% |
| 7D | -22.4% | -35.9% | +13.5% | -10.1% |
| 30D | -39.1% | -47.1% | +8.0% | -25.3% |
| 3M | -37.3% | -29.8% | -7.5% | -30.2% |
| 6M | -19.8% | +16.0% | -35.8% | -31.5% |
| YTD | +69.1% | +286.1% | -217.0% | -7.2% |
| 1Y | +28.0% | +504.3% | -476.3% | -39.7% |
| All | +28.0% | +478.9% | -450.9% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 1y: compounded portfolio wealth divided by compounded MUU 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…
1y analysis · Full analysis span regression · 6 months rolling