+7,836.4%
NVDA vs MUB
+21.8%
+7,814.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.5% |
| 7D | -12.7% | -1.3% | -11.5% | -11.1% |
| 30D | -26.4% | +2.2% | -28.6% | -28.6% |
| 3M | -27.6% | -1.6% | -26.0% | -25.9% |
| 6M | -27.7% | -1.3% | -26.4% | -26.3% |
| YTD | -12.5% | -0.7% | -11.8% | -11.5% |
| 1Y | -12.6% | -0.2% | -12.4% | -12.3% |
| 3Y | +235.9% | +9.6% | +226.3% | +189.3% |
| 5Y | +438.2% | +2.6% | +435.7% | +409.1% |
| All | +7,836.4% | +21.8% | +7,814.6% | +7,897.2% |
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