+2,981.5%
MUU vs NVDL
+42.2%
+2,939.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.6% | +10.0% | +10.1% |
| 7D | +17.4% | +11.7% | +5.7% | +6.3% |
| 30D | +24.0% | +7.8% | +16.1% | +13.4% |
| 3M | -23.9% | +3.3% | -27.2% | -24.0% |
| 6M | +284.4% | +38.9% | +245.5% | +192.6% |
| YTD | +583.7% | +28.5% | +555.2% | +450.1% |
| 1Y | +2,981.5% | +40.6% | +2,940.9% | +2,494.7% |
| All | +2,981.5% | +42.2% | +2,939.3% | +2,494.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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