+2,672.5%
NVDL vs MUB
+9.0%
+2,663.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +7.3% | -0.3% | +7.6% | +7.7% |
| 30D | -0.7% | -1.5% | +0.9% | +1.3% |
| 3M | +9.5% | -1.9% | +11.4% | +12.3% |
| 6M | +41.6% | -1.7% | +43.3% | +44.9% |
| YTD | +23.3% | -0.8% | +24.1% | +25.2% |
| 1Y | +40.3% | +1.5% | +38.8% | +39.5% |
| 3Y | +692.2% | +8.8% | +683.4% | +570.9% |
| All | +2,672.5% | +9.0% | +2,663.6% | +1,880.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling