+2,423.9%
MUU vs NVTS
+358.8%
+2,065.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.9% | -5.5% | -8.4% |
| 7D | +3.6% | +0.5% | +3.1% | +3.5% |
| 30D | +22.3% | -18.0% | +40.3% | +29.0% |
| 3M | -8.2% | -45.6% | +37.4% | +8.4% |
| 6M | +256.3% | +28.5% | +227.9% | +261.7% |
| YTD | +534.4% | +56.2% | +478.2% | +528.1% |
| 1Y | +2,163.5% | +97.7% | +2,065.8% | +2,059.4% |
| All | +2,423.9% | +358.8% | +2,065.0% | +2,027.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling