+17.3%
MUB vs MOH
+264.4%
-247.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | +0.4% |
| 7D | -0.8% | +1.7% | -2.5% | -0.9% |
| 30D | -2.4% | -0.9% | -1.5% | -2.4% |
| 3M | -2.8% | +5.7% | -8.6% | -2.9% |
| 6M | -2.2% | +39.1% | -41.4% | -2.8% |
| YTD | -1.6% | +17.7% | -19.3% | -2.0% |
| 1Y | 0.0% | +8.4% | -8.3% | -0.3% |
| 3Y | +7.9% | -36.6% | +44.4% | +8.2% |
| 5Y | +1.2% | -19.1% | +20.3% | +0.8% |
| All | +17.3% | +264.4% | -247.1% | +14.8% |
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