+886.3%
MOD vs MUB
+21.7%
+864.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | -17.8% | +0.6% | -18.5% | -18.6% |
| 30D | -43.2% | +3.4% | -46.7% | -45.9% |
| 3M | -46.0% | -0.7% | -45.3% | -45.6% |
| 6M | -62.2% | -1.0% | -61.3% | -61.8% |
| YTD | -22.8% | 0.0% | -22.8% | -22.6% |
| 1Y | -35.5% | +0.4% | -35.9% | -35.6% |
| 3Y | +128.2% | +10.5% | +117.7% | +102.0% |
| 5Y | +791.6% | +3.1% | +788.5% | +756.5% |
| 10Y | +886.3% | +22.0% | +864.3% | +1,019.5% |
| All | +886.3% | +21.7% | +864.6% | +1,019.5% |
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