+1,272.2%
MUU vs MDB
+22.4%
+1,249.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.6% | -3.6% | -4.5% |
| 7D | +24.7% | +6.8% | +17.8% | +21.2% |
| 30D | -35.1% | -6.2% | -28.9% | -31.1% |
| 3M | -44.3% | -29.2% | -15.0% | -35.0% |
| 6M | -44.4% | +10.3% | -54.7% | -49.6% |
| YTD | +244.9% | -20.4% | +265.3% | +263.1% |
| 1Y | +365.6% | -4.8% | +370.4% | +336.2% |
| All | +1,272.2% | +22.4% | +1,249.8% | +870.9% |
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