+14.5%
MDB vs MUB
+2.9%
+11.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.2% |
| 7D | -17.4% | -0.9% | -16.6% | -14.6% |
| 30D | -2.0% | -1.4% | -0.6% | +3.8% |
| 3M | -3.0% | -2.2% | -0.9% | +5.2% |
| 6M | +48.7% | -1.9% | +50.6% | +60.9% |
| YTD | -12.1% | -0.8% | -11.4% | -1.3% |
| 1Y | +14.5% | +2.7% | +11.8% | +28.8% |
| All | +14.5% | +2.9% | +11.6% | +28.8% |
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