+1,843.7%
MUU vs MDB
+7.4%
+1,836.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.5% |
| 7D | -8.2% | -1.8% | -6.5% | -8.0% |
| 30D | +10.2% | -17.3% | +27.4% | +13.8% |
| 3M | -26.5% | +2.2% | -28.7% | -27.4% |
| 6M | +227.2% | +33.9% | +193.4% | +187.1% |
| YTD | +527.4% | -13.7% | +541.1% | +579.1% |
| 1Y | +1,843.7% | +9.1% | +1,834.6% | +1,867.0% |
| All | +1,843.7% | +7.4% | +1,836.3% | +1,867.0% |
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