+521.8%
NOW vs MUB
+22.8%
+499.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +2.8% |
| 7D | -5.6% | +0.4% | -6.0% | -6.2% |
| 30D | -26.8% | +3.9% | -30.7% | -30.8% |
| 3M | -19.4% | -0.2% | -19.2% | -19.2% |
| 6M | +12.3% | -0.4% | +12.7% | +13.0% |
| YTD | -32.9% | +0.5% | -33.5% | -33.3% |
| 1Y | -40.3% | +0.7% | -41.0% | -40.8% |
| 3Y | -19.1% | +11.1% | -30.1% | -30.7% |
| 5Y | -24.4% | +3.7% | -28.1% | -29.4% |
| 10Y | +521.8% | +22.9% | +498.9% | +464.1% |
| All | +521.8% | +22.8% | +499.1% | +464.1% |
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