-6.3%
NVTS vs MUB
+2.8%
-9.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +9.7% | -0.3% | +10.0% | +10.8% |
| 30D | -13.6% | -1.5% | -12.1% | -9.0% |
| 3M | -51.0% | -1.9% | -49.0% | -47.5% |
| 6M | +46.3% | -1.7% | +48.0% | +56.2% |
| YTD | +68.1% | -0.8% | +68.8% | +74.2% |
| 1Y | +113.9% | +1.5% | +112.4% | +107.4% |
| 3Y | +45.3% | +8.8% | +36.5% | +15.6% |
| All | -6.3% | +2.8% | -9.1% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling