+170.4%
NXT vs MUB
+7.3%
+163.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.6% |
| 7D | -0.2% | -0.7% | +0.5% | +1.2% |
| 30D | -20.0% | -2.0% | -18.0% | -16.7% |
| 3M | -30.9% | -2.5% | -28.4% | -27.3% |
| 6M | -23.8% | -2.3% | -21.5% | -19.9% |
| YTD | -5.4% | -1.3% | -4.1% | -2.4% |
| 1Y | +28.0% | +1.1% | +26.9% | +26.7% |
| 3Y | +93.3% | +8.2% | +85.1% | +69.4% |
| All | +170.4% | +7.3% | +163.2% | +135.5% |
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