+140.2%
NI vs MUB
+16.7%
+123.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | +0.4% |
| 7D | -0.6% | -1.2% | +0.7% | +1.1% |
| 30D | -1.4% | -2.8% | +1.4% | +2.4% |
| 3M | -10.6% | -3.1% | -7.5% | -6.7% |
| 6M | -9.9% | -2.9% | -7.0% | -6.3% |
| YTD | +1.2% | -2.0% | +3.2% | +4.0% |
| 1Y | +4.4% | 0.0% | +4.4% | +4.5% |
| 3Y | +68.6% | +7.4% | +61.2% | +52.3% |
| 5Y | +98.0% | +0.8% | +97.2% | +95.7% |
| All | +140.2% | +16.7% | +123.5% | +102.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling