-30.6%
NOW vs MUU
+2,789.9%
-2,820.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.5% | -7.8% | -2.4% |
| 7D | -4.1% | +15.0% | -19.1% | -4.3% |
| 30D | +2.9% | +36.8% | -33.9% | +2.3% |
| 3M | +22.6% | -8.5% | +31.1% | +20.4% |
| 6M | +7.5% | +320.7% | -313.2% | -6.9% |
| YTD | -14.4% | +599.7% | -614.1% | -31.9% |
| 1Y | -29.8% | +2,569.2% | -2,599.0% | -55.4% |
| All | -30.6% | +2,789.9% | -2,820.5% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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