+261.9%
MOH vs RRC
+4.9%
+257.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.1% |
| 7D | +1.7% | -1.8% | +3.5% | +1.9% |
| 30D | -0.9% | +2.7% | -3.5% | -1.2% |
| 3M | +5.7% | +8.8% | -3.1% | +4.7% |
| 6M | +39.1% | -1.2% | +40.3% | +39.0% |
| YTD | +17.7% | +17.6% | +0.1% | +15.4% |
| 1Y | +8.4% | +18.4% | -10.1% | +6.0% |
| 3Y | -36.6% | +33.1% | -69.7% | -39.6% |
| 5Y | -19.1% | +148.2% | -167.3% | -30.5% |
| All | +261.9% | +4.9% | +257.0% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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 · 6 months rolling