+2,396.1%
MUU vs NVDL
+49.0%
+2,347.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | -8.2% | -10.3% | +2.1% | +0.5% |
| 30D | +10.2% | -7.1% | +17.3% | +15.1% |
| 3M | -26.5% | +6.6% | -33.1% | -29.7% |
| 6M | +227.2% | +21.1% | +206.2% | +187.0% |
| YTD | +527.4% | +15.2% | +512.2% | +468.7% |
| 1Y | +1,843.7% | +18.8% | +1,824.9% | +1,636.6% |
| All | +2,396.1% | +49.0% | +2,347.1% | +1,489.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling