+950.8%
MU vs NVT
+131.3%
+819.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.9% |
| 7D | +12.8% | +8.0% | +4.8% | +5.6% |
| 30D | -14.9% | -24.8% | +9.9% | +8.2% |
| 3M | -18.0% | -32.4% | +14.4% | +13.0% |
| 6M | -3.1% | -33.5% | +30.4% | +40.0% |
| YTD | +172.9% | +13.2% | +159.7% | +158.5% |
| 1Y | +228.8% | +9.0% | +219.9% | +221.4% |
| 3Y | +950.8% | +129.4% | +821.5% | +431.9% |
| All | +950.8% | +131.3% | +819.5% | +431.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling