+2,396.1%
MUU vs NVO
-60.6%
+2,456.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.3% |
| 7D | -8.2% | -7.6% | -0.7% | -5.4% |
| 30D | +10.2% | -6.0% | +16.1% | +12.5% |
| 3M | -26.5% | -0.8% | -25.7% | -28.9% |
| 6M | +227.2% | +16.5% | +210.8% | +190.7% |
| YTD | +527.4% | -11.1% | +538.5% | +528.5% |
| 1Y | +1,843.7% | -16.7% | +1,860.4% | +1,934.8% |
| All | +2,396.1% | -60.6% | +2,456.7% | +2,634.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling