+56.4%
NU vs MUB
+9.9%
+46.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.4% | +12.1% | +12.1% |
| 7D | +9.9% | -1.3% | +11.2% | +11.2% |
| 30D | -11.5% | +2.2% | -13.6% | -13.3% |
| 3M | -5.1% | -1.6% | -3.5% | -4.2% |
| 6M | +3.1% | -1.3% | +4.4% | +3.9% |
| YTD | -21.0% | -0.7% | -20.4% | -20.7% |
| 1Y | -15.2% | -0.2% | -15.0% | -15.0% |
| 3Y | +56.4% | +9.6% | +46.8% | +21.1% |
| All | +56.4% | +9.9% | +46.5% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling