+1,720.3%
MU vs MDB
+892.0%
+828.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.6% | +1.6% | +5.2% |
| 7D | -12.0% | -0.9% | -11.1% | -11.5% |
| 30D | -28.7% | -15.2% | -13.6% | -25.7% |
| 3M | -16.4% | -17.9% | +1.5% | -13.5% |
| 6M | -1.8% | +9.3% | -11.1% | -6.9% |
| YTD | +157.1% | -22.0% | +179.1% | +159.5% |
| 1Y | +208.5% | -9.3% | +217.8% | +198.8% |
| 3Y | +906.2% | -10.4% | +916.5% | +811.6% |
| 5Y | +893.4% | -43.2% | +936.6% | +796.4% |
| All | +1,720.3% | +892.0% | +828.3% | +666.6% |
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