+1,319.3%
MU vs NVT
+425.5%
+893.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.2% | -5.8% | -5.1% |
| 7D | +7.2% | +10.4% | -3.2% | -1.5% |
| 30D | +14.0% | -1.3% | +15.3% | +14.6% |
| 3M | +5.4% | -0.6% | +6.0% | +8.1% |
| 6M | +170.3% | +53.8% | +116.5% | +102.8% |
| YTD | +250.7% | +60.2% | +190.5% | +157.0% |
| 1Y | +662.1% | +76.8% | +585.3% | +421.2% |
| 3Y | +1,341.2% | +191.2% | +1,150.0% | +563.1% |
| 5Y | +1,319.3% | +430.9% | +888.4% | +312.1% |
| All | +1,319.3% | +425.5% | +893.9% | +312.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling