+475.1%
MULL vs MOH
+53.5%
+421.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +8.9% | -22.7% | -12.2% |
| 7D | -35.9% | +14.3% | -50.2% | -34.3% |
| 30D | -47.3% | +16.7% | -64.0% | -45.9% |
| 3M | -30.6% | +18.3% | -48.9% | -28.7% |
| 6M | +13.7% | +15.8% | -2.1% | +17.5% |
| YTD | +272.1% | +30.5% | +241.6% | +262.4% |
| 1Y | +475.1% | +49.3% | +425.8% | +473.2% |
| All | +475.1% | +53.5% | +421.6% | +473.2% |
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