+70.9%
NVT vs MUB
+2.9%
+68.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.5% |
| 7D | +5.1% | -0.9% | +5.9% | +7.9% |
| 30D | -3.7% | -1.4% | -2.3% | +0.6% |
| 3M | -10.1% | -2.2% | -8.0% | -3.3% |
| 6M | +37.5% | -1.9% | +39.3% | +45.8% |
| YTD | +53.7% | -0.8% | +54.5% | +60.7% |
| 1Y | +70.9% | +2.7% | +68.1% | +65.2% |
| All | +70.9% | +2.9% | +68.0% | +65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 1y: compounded portfolio wealth divided by compounded MUB 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…
1y analysis · Full analysis span regression · 6 months rolling