+341.2%
MXL vs MOH
+44.5%
+296.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.0% | +5.6% | +7.2% |
| 7D | +18.9% | +1.7% | +17.1% | +18.6% |
| 30D | +0.3% | -0.9% | +1.2% | +0.6% |
| 3M | -8.0% | +5.7% | -13.7% | -7.9% |
| 6M | +341.2% | +39.1% | +302.1% | +324.0% |
| All | +341.2% | +44.5% | +296.7% | +324.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling