+2,423.9%
MUU vs MOH
-39.5%
+2,463.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +3.2% | -12.5% | -9.2% |
| 7D | +3.6% | -1.3% | +4.8% | +3.6% |
| 30D | +22.3% | +3.0% | +19.4% | +22.4% |
| 3M | -8.2% | +1.2% | -9.4% | -8.2% |
| 6M | +256.3% | +41.7% | +214.6% | +255.7% |
| YTD | +534.4% | +15.4% | +519.0% | +527.7% |
| 1Y | +2,163.5% | +11.8% | +2,151.7% | +2,139.7% |
| All | +2,423.9% | -39.5% | +2,463.4% | +2,375.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling