+1,000.7%
MUU vs MOS
-7.2%
+1,007.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.1% | +9.1% | +9.1% |
| 7D | -42.8% | +21.6% | -64.4% | -49.4% |
| 30D | -63.6% | +12.0% | -75.6% | -66.3% |
| 3M | -48.5% | -3.9% | -44.7% | -48.3% |
| 6M | -36.9% | -3.3% | -33.6% | -36.9% |
| YTD | +176.7% | -4.6% | +181.3% | +159.6% |
| 1Y | +266.3% | -7.0% | +273.2% | +246.2% |
| All | +1,000.7% | -7.2% | +1,007.9% | +821.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling