+2,538.2%
MUU vs NVS
+27.3%
+2,511.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -13.9% | +10.9% | -1.4% |
| 7D | +13.9% | -14.6% | +28.5% | +15.9% |
| 30D | +24.8% | -11.9% | +36.7% | +26.6% |
| 3M | -15.7% | -6.0% | -9.8% | -16.1% |
| 6M | +338.9% | -11.4% | +350.3% | +347.6% |
| YTD | +563.2% | +2.9% | +560.2% | +525.5% |
| 1Y | +2,577.5% | +10.2% | +2,567.3% | +2,357.0% |
| All | +2,538.2% | +27.3% | +2,511.0% | +2,144.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling