+70.1%
MDT vs MUB
+21.8%
+48.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.2% |
| 7D | +1.0% | -1.3% | +2.3% | +2.4% |
| 30D | +9.2% | +2.2% | +7.0% | +6.8% |
| 3M | +14.5% | -1.6% | +16.1% | +16.5% |
| 6M | +37.3% | -1.3% | +38.6% | +39.2% |
| YTD | +9.8% | -0.7% | +10.5% | +10.6% |
| 1Y | +10.5% | -0.2% | +10.7% | +10.8% |
| 3Y | +57.4% | +9.6% | +47.8% | +42.8% |
| 5Y | +1.2% | +2.6% | -1.4% | -0.9% |
| All | +70.1% | +21.8% | +48.3% | +55.1% |
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 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