+1,384.0%
MU vs MOH
-39.4%
+1,423.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +2.7% |
| 7D | +7.5% | -4.2% | +11.7% | +7.3% |
| 30D | +19.4% | -2.4% | +21.7% | +19.3% |
| 3M | +9.8% | -4.4% | +14.2% | +9.7% |
| 6M | +164.1% | +32.9% | +131.2% | +166.3% |
| YTD | +260.3% | +11.9% | +248.4% | +260.5% |
| 1Y | +661.2% | +6.9% | +654.2% | +661.2% |
| All | +1,384.0% | -39.4% | +1,423.4% | +1,327.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling