+62.4%
NVDA vs MUU
+2,491.4%
-2,429.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.1% |
| 7D | -5.1% | -8.2% | +3.1% | -3.9% |
| 30D | -2.5% | +10.2% | -12.6% | -4.5% |
| 3M | +6.7% | -26.5% | +33.2% | +4.9% |
| 6M | +17.6% | +227.2% | -209.6% | -20.0% |
| YTD | +17.3% | +527.4% | -510.1% | -33.8% |
| 1Y | +23.5% | +1,843.7% | -1,820.2% | -50.3% |
| All | +62.4% | +2,491.4% | -2,429.0% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling