+261.9%
MOH vs RVTY
+145.6%
+116.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | +1.1% |
| 7D | +1.7% | -4.5% | +6.2% | +3.2% |
| 30D | -0.9% | +5.5% | -6.3% | -2.8% |
| 3M | +5.7% | +22.5% | -16.8% | -1.7% |
| 6M | +39.1% | +38.9% | +0.2% | +22.3% |
| YTD | +17.7% | +28.7% | -11.1% | +5.3% |
| 1Y | +8.4% | +45.5% | -37.1% | -7.8% |
| 3Y | -36.6% | +16.4% | -52.9% | -43.8% |
| 5Y | -19.1% | -32.7% | +13.7% | -10.8% |
| All | +261.9% | +145.6% | +116.3% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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