+20,932.2%
NVDA vs MUB
+76.5%
+20,855.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.8% |
| 7D | -12.7% | -1.3% | -11.5% | -12.1% |
| 30D | -26.4% | +2.2% | -28.6% | -27.3% |
| 3M | -27.6% | -1.6% | -26.0% | -26.9% |
| 6M | -27.7% | -1.3% | -26.4% | -27.2% |
| YTD | -12.5% | -0.7% | -11.8% | -12.1% |
| 1Y | -12.6% | -0.2% | -12.4% | -12.5% |
| 3Y | +235.9% | +9.6% | +226.3% | +217.8% |
| 5Y | +438.2% | +2.6% | +435.7% | +424.1% |
| 10Y | +7,445.8% | +21.5% | +7,424.3% | +7,140.7% |
| All | +20,932.2% | +76.5% | +20,855.7% | +18,400.7% |
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