+2,490.2%
NVDL vs MUB
+8.1%
+2,482.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.8% |
| 7D | -10.3% | -0.8% | -9.5% | -9.3% |
| 30D | -7.1% | -2.4% | -4.7% | -4.1% |
| 3M | +6.6% | -2.8% | +9.4% | +10.6% |
| 6M | +21.1% | -2.2% | +23.3% | +25.0% |
| YTD | +15.2% | -1.6% | +16.8% | +18.2% |
| 1Y | +18.8% | 0.0% | +18.7% | +20.1% |
| 3Y | +649.9% | +7.9% | +642.0% | +542.2% |
| All | +2,490.2% | +8.1% | +2,482.1% | +1,771.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling