-2.6%
MOS vs MUB
+23.3%
-25.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.2% |
| 7D | +5.5% | +0.4% | +5.0% | +4.9% |
| 30D | +21.0% | +3.9% | +17.1% | +15.4% |
| 3M | -0.5% | -0.2% | -0.2% | -0.1% |
| 6M | +6.6% | -0.4% | +7.0% | +7.3% |
| YTD | -2.8% | +0.5% | -3.3% | -3.2% |
| 1Y | -8.1% | +0.7% | -8.7% | -8.6% |
| 3Y | -25.6% | +11.1% | -36.7% | -34.8% |
| 5Y | -29.8% | +3.7% | -33.5% | -32.2% |
| All | -2.6% | +23.3% | -25.9% | +15.6% |
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