+2,683.6%
MUU vs NVTS
+377.4%
+2,306.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.3% | +8.8% | +6.3% |
| 7D | +15.0% | +3.5% | +11.6% | +14.1% |
| 30D | +36.8% | -11.9% | +48.7% | +41.7% |
| 3M | -8.5% | -49.2% | +40.7% | +9.4% |
| 6M | +320.7% | +38.4% | +282.3% | +320.2% |
| YTD | +599.7% | +62.5% | +537.2% | +585.5% |
| 1Y | +2,569.2% | +101.4% | +2,467.8% | +2,425.5% |
| All | +2,683.6% | +377.4% | +2,306.2% | +2,221.4% |
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