+1,172.2%
NI vs MUB
+78.6%
+1,093.6%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.3% |
| 7D | +0.6% | +0.4% | +0.1% | +0.2% |
| 30D | +11.2% | +3.9% | +7.3% | +7.7% |
| 3M | +9.2% | -0.2% | +9.4% | +9.4% |
| 6M | -1.8% | -0.4% | -1.5% | -1.6% |
| YTD | +12.0% | +0.5% | +11.5% | +11.5% |
| 1Y | +6.4% | +0.7% | +5.8% | +5.9% |
| 3Y | +99.4% | +11.1% | +88.3% | +82.6% |
| 5Y | +113.1% | +3.7% | +109.4% | +106.0% |
| 10Y | +192.3% | +22.9% | +169.3% | +156.9% |
| All | +1,172.2% | +78.6% | +1,093.6% | +797.5% |
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