+548.8%
MU vs MOH
+4.9%
+543.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.2% |
| 7D | -4.1% | +1.7% | -5.8% | -4.0% |
| 30D | +7.0% | -0.9% | +7.9% | +7.1% |
| 3M | -2.1% | +5.7% | -7.8% | -1.9% |
| 6M | +133.1% | +39.1% | +93.9% | +132.3% |
| YTD | +241.9% | +17.7% | +224.2% | +238.1% |
| 1Y | +548.8% | +8.4% | +540.4% | +545.0% |
| All | +548.8% | +4.9% | +543.8% | +545.0% |
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