+810.7%
MOD vs MUB
+22.3%
+788.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.5% |
| 7D | +16.1% | -0.8% | +16.9% | +17.3% |
| 30D | -38.5% | +2.4% | -40.9% | -40.7% |
| 3M | -46.8% | -1.1% | -45.7% | -46.2% |
| 6M | -61.6% | -1.0% | -60.6% | -61.1% |
| YTD | -20.5% | -0.3% | -20.2% | -20.0% |
| 1Y | -28.0% | 0.0% | -28.0% | -27.8% |
| 3Y | +134.9% | +10.2% | +124.8% | +108.1% |
| 5Y | +833.2% | +2.9% | +830.2% | +797.8% |
| All | +810.7% | +22.3% | +788.5% | +888.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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