+44.7%
MOH vs UUUU
-61.1%
+105.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -8.2% | +3.9% | -4.5% |
| 7D | +8.9% | -19.9% | +28.8% | +8.4% |
| 30D | +11.0% | -41.5% | +52.5% | +9.9% |
| 3M | +11.0% | -47.0% | +58.0% | +9.7% |
| 6M | +12.7% | -68.7% | +81.4% | +10.7% |
| YTD | +24.8% | -54.7% | +79.5% | +19.5% |
| 1Y | +44.7% | -59.3% | +104.0% | +38.8% |
| All | +44.7% | -61.1% | +105.8% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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