+504.3%
MUU vs MDB
-8.5%
+512.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.1% | -11.9% | -13.5% |
| 7D | -35.9% | -16.5% | -19.3% | -32.8% |
| 30D | -47.1% | -8.6% | -38.5% | -45.3% |
| 3M | -29.8% | -13.6% | -16.3% | -27.3% |
| 6M | +16.0% | +24.1% | -8.0% | +7.9% |
| YTD | +286.1% | -21.8% | +307.8% | +328.2% |
| 1Y | +504.3% | -7.7% | +512.0% | +545.3% |
| All | +504.3% | -8.5% | +512.8% | +545.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling