+2,981.5%
MUU vs NVT
+73.8%
+2,907.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.6% | +9.0% | +5.7% |
| 7D | +17.4% | +5.1% | +12.3% | +5.3% |
| 30D | +24.0% | -3.7% | +27.7% | +33.0% |
| 3M | -23.9% | -10.1% | -13.7% | +14.5% |
| 6M | +284.4% | +37.5% | +247.0% | +186.2% |
| YTD | +583.7% | +53.7% | +530.0% | +326.3% |
| 1Y | +2,981.5% | +70.9% | +2,910.6% | +1,556.6% |
| All | +2,981.5% | +73.8% | +2,907.7% | +1,556.6% |
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