+1,138.0%
MUU vs MOD
-19.6%
+1,157.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +9.9% | +2.6% | +1.9% |
| 7D | -27.2% | -13.9% | -13.2% | -13.6% |
| 30D | -54.0% | -41.5% | -12.5% | -16.4% |
| 3M | -41.4% | -45.7% | +4.3% | +14.5% |
| 6M | -42.5% | -61.1% | +18.7% | +83.4% |
| YTD | +211.2% | -20.5% | +231.7% | +410.8% |
| 1Y | +313.4% | -32.1% | +345.5% | +681.6% |
| All | +1,138.0% | -19.6% | +1,157.6% | +1,647.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling