+261.9%
MOH vs SUI
+101.8%
+160.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.1% |
| 7D | +1.7% | -4.2% | +5.9% | +3.2% |
| 30D | -0.9% | -3.3% | +2.4% | +0.3% |
| 3M | +5.7% | -8.2% | +13.9% | +8.7% |
| 6M | +39.1% | -14.5% | +53.6% | +46.6% |
| YTD | +17.7% | -5.9% | +23.6% | +19.3% |
| 1Y | +8.4% | -9.7% | +18.1% | +11.6% |
| 3Y | -36.6% | +7.7% | -44.3% | -40.3% |
| 5Y | -19.1% | -31.9% | +12.8% | -9.2% |
| All | +261.9% | +101.8% | +160.1% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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