+49.3%
MOH vs USHY
+1.9%
+47.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.7% | +8.3% | +8.8% |
| 7D | +14.3% | -0.2% | +14.5% | +14.0% |
| 30D | +16.7% | +0.7% | +16.0% | +16.4% |
| 3M | +18.3% | -2.2% | +20.5% | +17.1% |
| 6M | +15.8% | -0.9% | +16.6% | +15.7% |
| YTD | +30.5% | +0.2% | +30.3% | +29.3% |
| 1Y | +49.3% | +1.7% | +47.5% | +39.4% |
| All | +49.3% | +1.9% | +47.4% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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