+2,538.2%
MUU vs MDB
+30.4%
+2,507.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.4% | -1.6% |
| 7D | +13.9% | -18.0% | +31.9% | +22.5% |
| 30D | +24.8% | -10.7% | +35.5% | +28.6% |
| 3M | -15.7% | +1.0% | -16.7% | -19.7% |
| 6M | +338.9% | +31.6% | +307.3% | +251.1% |
| YTD | +563.2% | -15.2% | +578.3% | +564.8% |
| 1Y | +2,577.5% | +10.1% | +2,567.4% | +2,188.6% |
| All | +2,538.2% | +30.4% | +2,507.8% | +1,678.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling