+37.0%
MDT vs MUB
+17.2%
+19.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -1.2% |
| 7D | -3.4% | -0.8% | -2.6% | -2.6% |
| 30D | +0.2% | -2.4% | +2.6% | +2.8% |
| 3M | +14.3% | -2.8% | +17.1% | +17.8% |
| 6M | +4.0% | -2.2% | +6.2% | +6.5% |
| YTD | -3.7% | -1.6% | -2.1% | -2.0% |
| 1Y | -0.4% | 0.0% | -0.4% | -0.4% |
| 3Y | +23.3% | +7.9% | +15.4% | +13.5% |
| 5Y | -18.9% | +1.2% | -20.1% | -19.4% |
| All | +37.0% | +17.2% | +19.8% | +29.1% |
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