+1,272.2%
MUU vs NVTS
+268.3%
+1,003.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.4% | +1.1% | -3.5% |
| 7D | +24.7% | +3.9% | +20.7% | +24.0% |
| 30D | -35.1% | -4.3% | -30.8% | -32.9% |
| 3M | -44.3% | -34.5% | -9.8% | -36.2% |
| 6M | -44.4% | -57.7% | +13.3% | -28.2% |
| YTD | +244.9% | +25.4% | +219.6% | +270.3% |
| 1Y | +365.6% | +13.1% | +352.5% | +407.5% |
| All | +1,272.2% | +268.3% | +1,003.9% | +1,153.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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