+2,538.2%
MUU vs MOD
+45.7%
+2,492.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -1.7% |
| 7D | +13.9% | +6.3% | +7.6% | +6.9% |
| 30D | +24.8% | -1.7% | +26.5% | +27.9% |
| 3M | -15.7% | -30.1% | +14.4% | +35.8% |
| 6M | +338.9% | +2.7% | +336.2% | +431.0% |
| YTD | +563.2% | +44.1% | +519.1% | +470.5% |
| 1Y | +2,577.5% | +38.7% | +2,538.8% | +2,302.6% |
| All | +2,538.2% | +45.7% | +2,492.5% | +1,851.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling