+248.5%
MULL vs MOH
+36.7%
+211.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.2% | -12.5% | -9.0% |
| 7D | +3.6% | -1.3% | +4.9% | +3.7% |
| 30D | +22.0% | +3.0% | +19.1% | +22.2% |
| 3M | -8.6% | +1.2% | -9.8% | -8.1% |
| 6M | +248.5% | +41.7% | +206.8% | +188.5% |
| All | +248.5% | +36.7% | +211.8% | +188.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling