+2,981.5%
MUU vs NVS
+27.7%
+2,953.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.9% | +13.5% | +11.3% |
| 7D | +17.4% | +4.0% | +13.4% | +18.1% |
| 30D | +24.0% | +3.6% | +20.4% | +24.8% |
| 3M | -23.9% | +7.8% | -31.7% | -23.7% |
| 6M | +284.4% | -0.2% | +284.6% | +313.3% |
| YTD | +583.7% | +19.6% | +564.1% | +525.3% |
| 1Y | +2,981.5% | +28.4% | +2,953.1% | +2,674.0% |
| All | +2,981.5% | +27.7% | +2,953.7% | +2,674.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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