+504.3%
MUU vs NVT
+3.0%
+501.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -12.7% | -1.3% | +11.4% |
| 7D | -35.9% | -19.5% | -16.4% | -1.9% |
| 30D | -47.1% | -32.4% | -14.7% | +13.5% |
| 3M | -29.8% | -30.3% | +0.5% | +34.3% |
| 6M | +16.0% | -30.4% | +46.5% | +194.3% |
| YTD | +286.1% | +11.3% | +274.7% | +278.2% |
| 1Y | +504.3% | +3.6% | +500.8% | +628.3% |
| All | +504.3% | +3.0% | +501.3% | +628.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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