+1,400.4%
MU vs NVTS
-14.2%
+1,414.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -1.9% |
| 7D | +7.2% | +9.7% | -2.5% | +5.7% |
| 30D | +14.0% | -13.6% | +27.6% | +16.6% |
| 3M | +5.4% | -51.0% | +56.4% | +16.8% |
| 6M | +170.3% | +46.3% | +123.9% | +153.3% |
| YTD | +250.7% | +68.1% | +182.6% | +220.7% |
| 1Y | +662.1% | +113.9% | +548.2% | +563.5% |
| 3Y | +1,341.2% | +45.3% | +1,295.9% | +1,122.1% |
| All | +1,400.4% | -14.2% | +1,414.6% | +1,060.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling