+1,972.6%
NOW vs MUB
+36.6%
+1,935.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -3.0% | +0.7% | -3.7% | -3.7% |
| 30D | -26.0% | +4.4% | -30.4% | -29.0% |
| 3M | -13.1% | -0.4% | -12.7% | -12.8% |
| 6M | +14.5% | -0.9% | +15.4% | +15.5% |
| YTD | -33.4% | +0.1% | -33.5% | -33.4% |
| 1Y | -40.6% | +0.5% | -41.1% | -40.8% |
| 3Y | -16.3% | +11.7% | -28.0% | -24.4% |
| 5Y | -26.3% | +3.2% | -29.5% | -29.8% |
| 10Y | +512.7% | +20.3% | +492.4% | +500.7% |
| All | +1,972.6% | +36.6% | +1,935.9% | +2,072.0% |
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