+14.5%
NOW vs MUU
-35.6%
+50.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.2% | -9.6% | +0.1% |
| 7D | -3.0% | -42.8% | +39.8% | -5.5% |
| 30D | -26.0% | -63.6% | +37.6% | -30.5% |
| 3M | -13.1% | -48.5% | +35.4% | -14.8% |
| 6M | +14.5% | -36.9% | +51.4% | +20.8% |
| All | +14.5% | -35.6% | +50.2% | +20.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling