+1,138.0%
MUU vs MOS
-5.5%
+1,143.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +1.8% | +10.6% | +11.7% |
| 7D | -27.2% | +19.7% | -46.8% | -34.5% |
| 30D | -54.0% | +21.5% | -75.6% | -59.3% |
| 3M | -41.4% | -0.4% | -41.0% | -42.2% |
| 6M | -42.5% | +4.5% | -47.0% | -44.5% |
| YTD | +211.2% | -2.9% | +214.1% | +190.0% |
| 1Y | +313.4% | -7.7% | +321.1% | +297.2% |
| All | +1,138.0% | -5.5% | +1,143.5% | +929.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling