+54.6%
MDT vs MUB
+10.3%
+44.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | +0.2% |
| 7D | -3.7% | -0.8% | -2.9% | -2.9% |
| 30D | +8.6% | +2.4% | +6.2% | +6.1% |
| 3M | +12.2% | -1.1% | +13.3% | +13.3% |
| 6M | +33.7% | -1.0% | +34.7% | +35.0% |
| YTD | +7.8% | -0.3% | +8.1% | +8.2% |
| 1Y | +8.9% | 0.0% | +8.9% | +9.0% |
| All | +54.6% | +10.3% | +44.2% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling