+21,363.6%
NVDA vs MUB
+77.1%
+21,286.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.9% |
| 7D | -8.5% | -0.8% | -7.7% | -8.0% |
| 30D | -27.3% | +2.4% | -29.7% | -28.3% |
| 3M | -25.8% | -1.1% | -24.7% | -25.3% |
| 6M | -24.6% | -1.0% | -23.6% | -24.1% |
| YTD | -10.7% | -0.3% | -10.4% | -10.5% |
| 1Y | -14.0% | 0.0% | -14.0% | -14.0% |
| 3Y | +244.9% | +10.2% | +234.7% | +225.3% |
| 5Y | +449.3% | +2.9% | +446.3% | +433.7% |
| 10Y | +7,600.6% | +21.9% | +7,578.6% | +7,273.8% |
| All | +21,363.6% | +77.1% | +21,286.4% | +18,741.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling