+1,017.5%
MDB vs MUB
+16.5%
+1,001.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.6% |
| 7D | -4.5% | -0.7% | -3.8% | -3.4% |
| 30D | -14.0% | -2.0% | -12.0% | -10.9% |
| 3M | +5.3% | -2.5% | +7.9% | +10.3% |
| 6M | +31.9% | -2.3% | +34.2% | +37.7% |
| YTD | -14.6% | -1.3% | -13.3% | -12.1% |
| 1Y | +8.2% | +1.1% | +7.1% | +7.0% |
| 3Y | -5.0% | +8.2% | -13.2% | -16.4% |
| 5Y | -24.5% | +1.5% | -26.0% | -28.0% |
| All | +1,017.5% | +16.5% | +1,001.0% | +941.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling