-30.2%
NVD vs MUB
+0.1%
-30.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.0% | +7.4% |
| 7D | +15.0% | +0.6% | +14.4% | +16.2% |
| 30D | +39.3% | +3.2% | +36.1% | +50.7% |
| 3M | +3.1% | -1.1% | +4.2% | -6.9% |
| 6M | -19.0% | -1.1% | -17.9% | -27.1% |
| YTD | -35.5% | -0.5% | -35.1% | -39.9% |
| 1Y | -30.2% | 0.0% | -30.2% | -36.8% |
| All | -30.2% | +0.1% | -30.3% | -36.8% |
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