+1,038.7%
NVO vs MUB
+74.8%
+963.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.6% | -2.4% |
| 7D | -7.6% | -0.8% | -6.7% | -7.1% |
| 30D | -6.0% | -2.4% | -3.6% | -4.7% |
| 3M | -0.8% | -2.8% | +2.1% | +0.9% |
| 6M | +16.5% | -2.2% | +18.7% | +18.0% |
| YTD | -11.1% | -1.6% | -9.5% | -10.3% |
| 1Y | -16.7% | 0.0% | -16.8% | -16.7% |
| 3Y | -52.9% | +7.9% | -60.8% | -54.8% |
| 5Y | -3.0% | +1.2% | -4.2% | -3.8% |
| 10Y | +147.1% | +17.2% | +129.8% | +131.9% |
| All | +1,038.7% | +74.8% | +963.8% | +807.9% |
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