+49.3%
MOH vs URA
-32.2%
+81.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.1% | +10.0% | +8.8% |
| 7D | +14.3% | -10.5% | +24.8% | +13.4% |
| 30D | +16.7% | -18.6% | +35.3% | +15.1% |
| 3M | +18.3% | -23.0% | +41.4% | +16.3% |
| 6M | +15.8% | -40.3% | +56.1% | +13.1% |
| YTD | +30.5% | -23.5% | +53.9% | +24.6% |
| 1Y | +49.3% | -31.1% | +80.4% | +44.6% |
| All | +49.3% | -32.2% | +81.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling