+18.8%
NVDL vs MUB
+0.2%
+18.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -1.8% |
| 7D | -10.3% | -0.8% | -9.5% | -7.5% |
| 30D | -7.1% | -2.4% | -4.7% | +1.5% |
| 3M | +6.6% | -2.8% | +9.4% | +18.4% |
| 6M | +21.1% | -2.2% | +23.3% | +28.9% |
| YTD | +15.2% | -1.6% | +16.8% | +25.6% |
| 1Y | +18.8% | 0.0% | +18.7% | +42.6% |
| All | +18.8% | +0.2% | +18.5% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling