+651.2%
NVDL vs MUB
+7.4%
+643.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.0% |
| 7D | -8.7% | -1.2% | -7.5% | -7.5% |
| 30D | -1.3% | -2.8% | +1.5% | +1.4% |
| 3M | +11.4% | -3.1% | +14.4% | +14.7% |
| 6M | +22.9% | -2.9% | +25.8% | +26.2% |
| YTD | +15.4% | -2.0% | +17.4% | +18.2% |
| 1Y | +18.8% | 0.0% | +18.8% | +20.9% |
| All | +651.2% | +7.4% | +643.8% | +511.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling