Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MU vs NVTS✓SelectedUSD · NVTSMU vs NVTS performance historyLatest closeAs of-1.61%09/08
Stock and ETF performance explorer

MU vs NVTS

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,341.2%
NVTS return
+45.8%
Excess return
+1,295.4%
Maximum drawdown
-57.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioNVTSExcessAlpha
1D-1.6%+1.7%-3.3%-1.8%
7D+7.2%+9.7%-2.5%+5.9%
30D+14.0%-13.6%+27.6%+16.2%
3M+5.4%-51.0%+56.4%+14.7%
6M+170.3%+46.3%+123.9%+158.7%
YTD+250.7%+68.1%+182.6%+230.1%
1Y+662.1%+113.9%+548.2%+595.4%
3Y+1,341.2%+45.3%+1,295.9%+1,331.5%
All+1,341.2%+45.8%+1,295.4%+1,331.5%

Cumulative growth

Daily Returns

Daily percentage return beside NVTS.

Daily Out/Under-Performance

Portfolio return minus NVTS return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × NVTS 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 NVTS 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