-29.0%
NOW vs MUU
+2,639.0%
-2,667.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.0% | -2.0% | -5.0% |
| 7D | -6.1% | +13.9% | -20.0% | -6.3% |
| 30D | +7.5% | +24.8% | -17.3% | +7.0% |
| 3M | +17.5% | -15.7% | +33.3% | +15.8% |
| 6M | +7.9% | +338.9% | -330.9% | -7.3% |
| YTD | -12.4% | +563.2% | -575.5% | -30.2% |
| 1Y | -28.6% | +2,577.5% | -2,606.1% | -55.0% |
| All | -29.0% | +2,639.0% | -2,667.9% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling