-48.3%
MUZ vs MOH
+13.8%
-62.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +8.9% | +5.3% | +8.3% |
| 7D | +47.2% | +14.3% | +32.9% | +36.4% |
| 30D | +57.1% | +16.7% | +40.4% | +44.8% |
| 3M | -5.3% | +18.3% | -23.6% | -11.4% |
| All | -48.3% | +13.8% | -62.1% | -50.2% |
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 · Available span rolling