-45.6%
NOW vs MUU
+1,185.3%
-1,230.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.5% | -11.7% | +0.5% |
| 7D | -3.1% | -27.2% | +24.1% | -2.6% |
| 30D | -27.0% | -54.0% | +27.0% | -26.1% |
| 3M | -17.7% | -41.4% | +23.7% | -17.1% |
| 6M | +12.7% | -42.5% | +55.2% | +9.1% |
| YTD | -32.9% | +211.2% | -244.1% | -45.9% |
| 1Y | -40.4% | +313.4% | -353.8% | -54.4% |
| All | -45.6% | +1,185.3% | -1,230.9% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling