+881.7%
NEE vs MUB
+76.3%
+805.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.8% | -0.8% |
| 7D | +1.9% | -0.9% | +2.8% | +2.9% |
| 30D | -2.2% | -1.4% | -0.7% | -0.6% |
| 3M | -1.2% | -2.2% | +1.0% | +1.3% |
| 6M | -8.6% | -1.9% | -6.7% | -6.6% |
| YTD | +6.2% | -0.8% | +7.0% | +7.1% |
| 1Y | +21.1% | +2.7% | +18.4% | +17.4% |
| 3Y | +36.4% | +8.6% | +27.8% | +25.2% |
| 5Y | +11.4% | +2.0% | +9.3% | +8.9% |
| 10Y | +250.0% | +17.9% | +232.1% | +208.4% |
| All | +881.7% | +76.3% | +805.4% | +504.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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