-15.4%
MDLN vs MUB
-0.3%
-15.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | -1.2% | -0.3% | -0.9% | -0.5% |
| 30D | -1.5% | -1.5% | 0.0% | +2.3% |
| 3M | +2.6% | -1.9% | +4.6% | +7.6% |
| 6M | -20.9% | -1.7% | -19.1% | -17.5% |
| YTD | -17.4% | -0.8% | -16.6% | -0.7% |
| All | -15.4% | -0.3% | -15.1% | +7.1% |
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