-7.8%
NVTS vs MUB
+2.8%
-10.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.2% |
| 7D | +2.7% | -0.9% | +3.6% | +5.8% |
| 30D | -4.5% | -1.4% | -3.0% | +0.4% |
| 3M | -61.5% | -2.2% | -59.4% | -58.5% |
| 6M | +28.0% | -1.9% | +29.9% | +37.4% |
| YTD | +65.3% | -0.8% | +66.0% | +71.2% |
| 1Y | +113.0% | +2.7% | +110.3% | +99.0% |
| 3Y | +34.7% | +8.6% | +26.1% | +7.7% |
| All | -7.8% | +2.8% | -10.6% | -27.3% |
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