+227.7%
NXT vs MUB
+8.7%
+219.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.4% | -4.0% |
| 7D | +4.0% | +0.6% | +3.3% | +2.8% |
| 30D | +15.9% | +3.4% | +12.5% | +8.5% |
| 3M | -3.0% | -0.7% | -2.3% | -1.4% |
| 6M | -20.7% | -1.0% | -19.8% | -18.8% |
| YTD | +14.6% | 0.0% | +14.6% | +15.5% |
| 1Y | -7.1% | +0.4% | -7.5% | -6.9% |
| 3Y | +189.4% | +10.5% | +178.9% | +152.2% |
| All | +227.7% | +8.7% | +219.1% | +178.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling