+14,551.4%
NVDA vs MUB
+16.7%
+14,534.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -1.2% |
| 7D | -4.3% | -1.2% | -3.1% | -2.6% |
| 30D | +0.5% | -2.8% | +3.3% | +4.6% |
| 3M | +9.1% | -3.1% | +12.1% | +14.0% |
| 6M | +18.5% | -2.9% | +21.3% | +23.7% |
| YTD | +17.4% | -2.0% | +19.4% | +21.0% |
| 1Y | +23.4% | 0.0% | +23.5% | +23.7% |
| 3Y | +380.6% | +7.4% | +373.2% | +327.1% |
| 5Y | +875.7% | +0.8% | +874.9% | +846.6% |
| All | +14,551.4% | +16.7% | +14,534.7% | +15,493.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling