+1,372.3%
MOH vs RBA
+1,858.9%
-486.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.3% | -1.8% |
| 7D | -3.3% | -1.1% | -2.3% | -3.1% |
| 30D | -0.1% | -13.2% | +13.1% | +3.1% |
| 3M | -1.1% | -21.4% | +20.3% | +3.9% |
| 6M | +35.9% | -20.9% | +56.7% | +42.4% |
| YTD | +13.1% | -19.9% | +33.0% | +17.4% |
| 1Y | +11.8% | -28.7% | +40.5% | +19.0% |
| 3Y | -38.7% | +27.4% | -66.2% | -44.3% |
| 5Y | -25.1% | +41.7% | -66.8% | -35.5% |
| 10Y | +243.8% | +189.6% | +54.2% | +136.8% |
| All | +1,372.3% | +1,858.9% | -486.6% | +701.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RBA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling