+2,620.0%
MUU vs NVTS
+385.6%
+2,234.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +6.3% | +5.3% | +10.0% |
| 7D | +17.4% | +2.7% | +14.7% | +16.8% |
| 30D | +24.0% | -4.5% | +28.4% | +25.7% |
| 3M | -23.9% | -61.5% | +37.6% | -3.1% |
| 6M | +284.4% | +28.0% | +256.4% | +289.3% |
| YTD | +583.7% | +65.3% | +518.4% | +567.6% |
| 1Y | +2,981.5% | +113.0% | +2,868.5% | +2,793.1% |
| All | +2,620.0% | +385.6% | +2,234.4% | +2,160.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling