+29,617.9%
NVDA vs MUB
+76.3%
+29,541.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +5.9% | -0.9% | +6.7% | +6.4% |
| 30D | +5.1% | -1.4% | +6.5% | +6.0% |
| 3M | +5.4% | -2.2% | +7.5% | +6.7% |
| 6M | +26.0% | -1.9% | +27.9% | +27.5% |
| YTD | +23.7% | -0.8% | +24.4% | +24.3% |
| 1Y | +34.4% | +2.7% | +31.6% | +32.4% |
| 3Y | +375.8% | +8.6% | +367.2% | +352.7% |
| 5Y | +911.8% | +2.0% | +909.7% | +887.5% |
| 10Y | +14,899.8% | +17.9% | +14,881.9% | +14,269.2% |
| All | +29,617.9% | +76.3% | +29,541.6% | +26,059.6% |
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 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