+724.7%
NUE vs MUB
+76.3%
+648.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | +4.2% | -0.9% | +5.1% | +4.5% |
| 30D | -5.0% | -1.4% | -3.6% | -4.5% |
| 3M | -0.2% | -2.2% | +1.9% | +0.5% |
| 6M | +49.1% | -1.9% | +51.0% | +50.1% |
| YTD | +61.0% | -0.8% | +61.8% | +61.4% |
| 1Y | +82.5% | +2.7% | +79.8% | +81.1% |
| 3Y | +57.9% | +8.6% | +49.3% | +53.6% |
| 5Y | +146.6% | +2.0% | +144.5% | +143.6% |
| 10Y | +561.6% | +17.9% | +543.7% | +536.6% |
| All | +724.7% | +76.3% | +648.4% | +513.6% |
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