+7.6%
MOS vs MUB
+20.5%
-12.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +21.6% | +0.7% | +20.9% | +20.6% |
| 30D | +12.0% | +4.4% | +7.6% | +6.3% |
| 3M | -3.9% | -0.4% | -3.4% | -3.3% |
| 6M | -3.3% | -0.9% | -2.4% | -2.1% |
| YTD | -4.6% | +0.1% | -4.7% | -4.5% |
| 1Y | -7.0% | +0.5% | -7.5% | -7.3% |
| 3Y | -24.4% | +11.7% | -36.1% | -33.9% |
| 5Y | -32.1% | +3.2% | -35.3% | -34.0% |
| All | +7.6% | +20.5% | -12.8% | +27.7% |
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