+1,914.3%
MU vs MDB
+924.6%
+989.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.8% | +10.0% | +11.5% |
| 7D | +2.0% | +3.0% | -0.9% | +1.7% |
| 30D | -18.0% | -11.3% | -6.6% | -15.3% |
| 3M | -6.6% | -23.0% | +16.4% | -1.8% |
| 6M | +2.0% | +14.8% | -12.7% | -4.3% |
| YTD | +184.5% | -19.4% | +203.9% | +185.1% |
| 1Y | +236.9% | -9.0% | +245.8% | +226.1% |
| 3Y | +987.0% | -10.3% | +997.2% | +884.9% |
| 5Y | +1,014.6% | -38.4% | +1,053.0% | +886.9% |
| All | +1,914.3% | +924.6% | +989.7% | +742.3% |
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