-59.4%
MUZ vs MOH
+0.7%
-60.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.2% | +6.3% | +9.0% |
| 7D | -7.7% | -1.3% | -6.4% | -7.8% |
| 30D | -29.2% | +3.0% | -32.1% | -28.8% |
| 3M | -62.5% | +1.2% | -63.7% | -60.6% |
| All | -59.4% | +0.7% | -60.0% | -58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling