+45.4%
NU vs MUB
+0.9%
+44.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.9% | +1.0% |
| 7D | -4.2% | -1.2% | -3.0% | -2.7% |
| 30D | +10.0% | -2.8% | +12.8% | +13.9% |
| 3M | +29.3% | -3.1% | +32.3% | +34.4% |
| 6M | +0.9% | -2.9% | +3.8% | +4.8% |
| YTD | -10.3% | -2.0% | -8.3% | -7.8% |
| 1Y | -3.2% | 0.0% | -3.1% | -2.7% |
| 3Y | +120.6% | +7.4% | +113.1% | +97.5% |
| All | +45.4% | +0.9% | +44.5% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling