+1.0%
NVDA vs MUU
+478.9%
-477.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -14.0% | +10.8% | -1.8% |
| 7D | -7.1% | -35.9% | +28.8% | -3.1% |
| 30D | -16.2% | -47.1% | +30.9% | -11.3% |
| 3M | -5.5% | -29.8% | +24.4% | -3.1% |
| 6M | +1.1% | +16.0% | -15.0% | -7.9% |
| YTD | +7.6% | +286.1% | -278.5% | -17.8% |
| 1Y | +1.0% | +504.3% | -503.4% | -28.9% |
| All | +1.0% | +478.9% | -477.9% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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