+504.3%
MUU vs MOH
+53.5%
+450.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +8.9% | -22.9% | -12.4% |
| 7D | -35.9% | +14.3% | -50.2% | -34.2% |
| 30D | -47.1% | +16.7% | -63.8% | -45.6% |
| 3M | -29.8% | +18.3% | -48.2% | -27.9% |
| 6M | +16.0% | +15.8% | +0.2% | +20.0% |
| YTD | +286.1% | +30.5% | +255.6% | +276.2% |
| 1Y | +504.3% | +49.3% | +455.1% | +502.4% |
| All | +504.3% | +53.5% | +450.8% | +502.4% |
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