+48.4%
NU vs MUB
+2.2%
+46.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.2% |
| 7D | +6.0% | -0.3% | +6.3% | +6.4% |
| 30D | +10.8% | -1.5% | +12.3% | +12.9% |
| 3M | +32.2% | -1.9% | +34.1% | +35.5% |
| 6M | +5.1% | -1.7% | +6.9% | +7.5% |
| YTD | -8.4% | -0.8% | -7.6% | -7.3% |
| 1Y | +0.7% | +1.5% | -0.8% | -0.6% |
| 3Y | +125.1% | +8.8% | +116.3% | +98.5% |
| All | +48.4% | +2.2% | +46.3% | +124.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling