+2,683.6%
MUU vs NVT
+126.4%
+2,557.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.5% | +8.0% | +10.2% |
| 7D | +15.0% | +7.0% | +8.0% | +0.2% |
| 30D | +36.8% | -2.3% | +39.1% | +40.5% |
| 3M | -8.5% | -3.1% | -5.4% | +11.3% |
| 6M | +320.7% | +47.0% | +273.7% | +185.5% |
| YTD | +599.7% | +56.2% | +543.5% | +350.8% |
| 1Y | +2,569.2% | +74.5% | +2,494.6% | +1,402.2% |
| All | +2,683.6% | +126.4% | +2,557.1% | +847.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling