+5,731.6%
MU vs MOH
+264.4%
+5,467.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -4.1% | +1.7% | -5.8% | -4.3% |
| 30D | +7.0% | -0.9% | +7.9% | +7.0% |
| 3M | -2.1% | +5.7% | -7.8% | -3.3% |
| 6M | +133.1% | +39.1% | +93.9% | +119.1% |
| YTD | +241.9% | +17.7% | +224.2% | +226.5% |
| 1Y | +548.8% | +8.4% | +540.4% | +523.1% |
| 3Y | +1,308.2% | -36.6% | +1,344.8% | +1,318.4% |
| 5Y | +1,260.7% | -19.1% | +1,279.8% | +1,161.5% |
| All | +5,731.6% | +264.4% | +5,467.3% | +3,947.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling