+2,423.9%
MUU vs MDB
+37.0%
+2,386.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +4.3% | -13.7% | -11.1% |
| 7D | +3.6% | -2.8% | +6.3% | +4.3% |
| 30D | +22.3% | -14.9% | +37.2% | +28.8% |
| 3M | -8.2% | +7.3% | -15.6% | -14.9% |
| 6M | +256.3% | +38.2% | +218.2% | +178.8% |
| YTD | +534.4% | -10.9% | +545.3% | +521.9% |
| 1Y | +2,163.5% | +11.6% | +2,151.8% | +1,831.8% |
| All | +2,423.9% | +37.0% | +2,386.9% | +1,563.2% |
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