+2,396.1%
MUU vs MOH
-38.3%
+2,434.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.0% |
| 7D | -8.2% | +1.7% | -9.9% | -8.1% |
| 30D | +10.2% | -0.9% | +11.1% | +10.2% |
| 3M | -26.5% | +5.7% | -32.2% | -26.4% |
| 6M | +227.2% | +39.1% | +188.1% | +226.6% |
| YTD | +527.4% | +17.7% | +509.7% | +521.2% |
| 1Y | +1,843.7% | +8.4% | +1,835.3% | +1,823.1% |
| All | +2,396.1% | -38.3% | +2,434.4% | +2,349.7% |
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