+2,981.5%
MUU vs MDB
+18.3%
+2,963.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -4.1% | +15.7% | +12.4% |
| 7D | +17.4% | -17.4% | +34.8% | +21.6% |
| 30D | +24.0% | -2.0% | +26.0% | +23.3% |
| 3M | -23.9% | -3.0% | -20.9% | -22.7% |
| 6M | +284.4% | +48.7% | +235.7% | +220.6% |
| YTD | +583.7% | -12.1% | +595.9% | +639.1% |
| 1Y | +2,981.5% | +14.5% | +2,967.0% | +2,935.6% |
| All | +2,981.5% | +18.3% | +2,963.1% | +2,935.6% |
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 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