+2,981.5%
MUU vs MOD
+45.0%
+2,936.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.3% | +7.3% | +6.4% |
| 7D | +17.4% | +9.6% | +7.8% | +5.2% |
| 30D | +24.0% | 0.0% | +23.9% | +24.7% |
| 3M | -23.9% | -35.4% | +11.5% | +39.1% |
| 6M | +284.4% | -7.3% | +291.7% | +446.1% |
| YTD | +583.7% | +45.8% | +537.9% | +561.6% |
| 1Y | +2,981.5% | +43.1% | +2,938.3% | +3,003.8% |
| All | +2,981.5% | +45.0% | +2,936.5% | +3,003.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 1y: compounded portfolio wealth divided by compounded MOD 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…
1y analysis · Full analysis span regression · 6 months rolling