-46.0%
NOW vs MUU
+1,042.7%
-1,088.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.2% | -9.6% | -0.6% |
| 7D | -3.0% | -42.8% | +39.8% | -2.0% |
| 30D | -26.0% | -63.6% | +37.6% | -24.8% |
| 3M | -13.1% | -48.5% | +35.4% | -12.2% |
| 6M | +14.5% | -36.9% | +51.4% | +9.3% |
| YTD | -33.4% | +176.7% | -210.1% | -46.2% |
| 1Y | -40.6% | +266.3% | -306.9% | -54.4% |
| All | -46.0% | +1,042.7% | -1,088.7% | -70.5% |
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