+2,423.9%
MUU vs NVT
+121.6%
+2,302.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -5.3% |
| 7D | +3.6% | +2.0% | +1.5% | -0.9% |
| 30D | +22.3% | -7.2% | +29.5% | +39.1% |
| 3M | -8.2% | -0.9% | -7.3% | +7.7% |
| 6M | +256.3% | +42.6% | +213.8% | +156.2% |
| YTD | +534.4% | +52.9% | +481.5% | +326.8% |
| 1Y | +2,163.5% | +64.5% | +2,099.0% | +1,307.3% |
| All | +2,423.9% | +121.6% | +2,302.2% | +797.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling