+265.1%
MU vs MOH
+53.5%
+211.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +8.9% | -15.9% | -6.2% |
| 7D | -19.1% | +14.3% | -33.4% | -18.1% |
| 30D | -25.2% | +16.7% | -41.9% | -24.3% |
| 3M | -10.9% | +18.3% | -29.2% | -9.8% |
| 6M | +38.0% | +15.8% | +22.2% | +40.1% |
| YTD | +178.8% | +30.5% | +148.4% | +174.5% |
| 1Y | +265.1% | +49.3% | +215.9% | +264.2% |
| All | +265.1% | +53.5% | +211.7% | +264.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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