+105.7%
NVTS vs MUB
+1.0%
+104.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | +0.2% |
| 7D | +3.5% | -0.7% | +4.2% | +8.6% |
| 30D | -11.9% | -2.0% | -10.0% | +0.5% |
| 3M | -49.2% | -2.5% | -46.7% | -39.3% |
| 6M | +38.4% | -2.3% | +40.8% | +63.4% |
| YTD | +62.5% | -1.3% | +63.8% | +69.2% |
| All | +105.7% | +1.0% | +104.7% | +79.8% |
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