+23.5%
NVDA vs MUB
+0.2%
+23.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.5% | -0.9% |
| 7D | -5.1% | -0.8% | -4.3% | -3.6% |
| 30D | -2.5% | -2.4% | -0.1% | +2.1% |
| 3M | +6.7% | -2.8% | +9.5% | +12.6% |
| 6M | +17.6% | -2.2% | +19.8% | +21.3% |
| YTD | +17.3% | -1.6% | +18.9% | +22.4% |
| 1Y | +23.5% | 0.0% | +23.5% | +35.0% |
| All | +23.5% | +0.2% | +23.3% | +35.0% |
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