+504.3%
MUU vs NVO
-7.7%
+512.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.0% | -18.9% | -14.6% |
| 7D | -35.9% | +10.2% | -46.0% | -36.9% |
| 30D | -47.1% | +12.4% | -59.5% | -48.2% |
| 3M | -29.8% | -3.5% | -26.3% | -29.6% |
| 6M | +16.0% | -3.8% | +19.8% | +13.0% |
| YTD | +286.1% | -13.0% | +299.0% | +287.8% |
| 1Y | +504.3% | -8.2% | +512.5% | +506.5% |
| All | +504.3% | -7.7% | +512.0% | +506.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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