+730.1%
NVT vs MUB
+18.6%
+711.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.8% |
| 7D | +7.0% | -0.7% | +7.7% | +8.1% |
| 30D | -2.3% | -2.0% | -0.4% | +0.4% |
| 3M | -3.1% | -2.5% | -0.5% | +0.5% |
| 6M | +47.0% | -2.3% | +49.4% | +52.2% |
| YTD | +56.2% | -1.3% | +57.5% | +59.5% |
| 1Y | +74.5% | +1.1% | +73.4% | +72.7% |
| 3Y | +184.0% | +8.2% | +175.8% | +152.4% |
| 5Y | +410.8% | +1.5% | +409.3% | +405.8% |
| All | +730.1% | +18.6% | +711.5% | +778.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling