+261.9%
MOH vs URA
+346.2%
-84.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.3% | +5.2% | +2.3% |
| 7D | +1.7% | -5.5% | +7.2% | +2.3% |
| 30D | -0.9% | -3.7% | +2.8% | -0.6% |
| 3M | +5.7% | -2.9% | +8.6% | +5.7% |
| 6M | +39.1% | -15.2% | +54.4% | +40.5% |
| YTD | +17.7% | +1.9% | +15.8% | +14.9% |
| 1Y | +8.4% | +6.9% | +1.4% | +4.1% |
| 3Y | -36.6% | +99.6% | -136.2% | -47.7% |
| 5Y | -19.1% | +101.2% | -120.2% | -35.9% |
| All | +261.9% | +346.2% | -84.3% | +97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling