+1,832.4%
MU vs MDB
+912.7%
+919.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.1% |
| 7D | +12.8% | +6.8% | +6.0% | +11.2% |
| 30D | -14.9% | -6.2% | -8.7% | -13.2% |
| 3M | -18.0% | -29.2% | +11.2% | -12.1% |
| 6M | -3.1% | +10.3% | -13.4% | -8.2% |
| YTD | +172.9% | -20.4% | +193.3% | +174.2% |
| 1Y | +228.8% | -4.8% | +233.7% | +214.8% |
| 3Y | +950.8% | -11.6% | +962.4% | +855.5% |
| 5Y | +931.3% | -41.0% | +972.3% | +822.6% |
| All | +1,832.4% | +912.7% | +919.7% | +710.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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