+921.2%
NVDA vs MUB
+2.1%
+919.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +3.8% | -0.3% | +4.1% | +4.3% |
| 30D | +0.8% | -1.5% | +2.3% | +3.2% |
| 3M | +8.2% | -1.9% | +10.1% | +11.4% |
| 6M | +27.1% | -1.7% | +28.8% | +30.6% |
| YTD | +21.2% | -0.8% | +22.0% | +22.8% |
| 1Y | +34.3% | +1.5% | +32.8% | +31.6% |
| 3Y | +396.3% | +8.8% | +387.5% | +312.1% |
| All | +921.2% | +2.1% | +919.1% | +800.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling