+1,022.8%
NBIS vs MUU
+2,221.5%
-1,198.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.2% |
| 7D | -0.8% | -8.2% | +7.4% | +1.9% |
| 30D | -13.4% | +10.2% | -23.5% | -17.1% |
| 3M | +1.0% | -26.5% | +27.5% | +3.8% |
| 6M | +100.5% | +227.2% | -126.7% | +6.6% |
| YTD | +168.3% | +527.4% | -359.2% | +6.3% |
| 1Y | +151.8% | +1,843.7% | -1,691.9% | -41.6% |
| All | +1,022.8% | +2,221.5% | -1,198.8% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling