+719.8%
MU vs NVT
+73.8%
+646.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.6% | +3.5% | +3.2% |
| 7D | +9.0% | +5.1% | +3.9% | +3.1% |
| 30D | +13.8% | -3.7% | +17.5% | +17.9% |
| 3M | +2.1% | -10.1% | +12.2% | +17.5% |
| 6M | +153.8% | +37.5% | +116.3% | +99.1% |
| YTD | +256.4% | +53.7% | +202.7% | +151.9% |
| 1Y | +719.8% | +70.9% | +648.9% | +427.1% |
| All | +719.8% | +73.8% | +646.0% | +427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling