+504.3%
MUU vs MOS
-16.2%
+520.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +17.4% | -31.4% | -16.7% |
| 7D | -35.9% | +17.9% | -53.8% | -38.1% |
| 30D | -47.1% | +1.6% | -48.7% | -46.5% |
| 3M | -29.8% | -4.0% | -25.9% | -27.5% |
| 6M | +16.0% | -4.1% | +20.1% | +18.6% |
| YTD | +286.1% | -7.8% | +293.9% | +293.7% |
| 1Y | +504.3% | -15.6% | +519.9% | +558.4% |
| All | +504.3% | -16.2% | +520.5% | +558.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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