+261.9%
MOH vs UUUU
+465.5%
-203.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.2% |
| 7D | +1.7% | -10.5% | +12.2% | +2.3% |
| 30D | -0.9% | -10.5% | +9.6% | -0.4% |
| 3M | +5.7% | -14.1% | +19.8% | +6.2% |
| 6M | +39.1% | -35.5% | +74.6% | +41.2% |
| YTD | +17.7% | -10.9% | +28.6% | +16.1% |
| 1Y | +8.4% | +3.4% | +5.0% | +5.2% |
| 3Y | -36.6% | +73.1% | -109.7% | -42.2% |
| 5Y | -19.1% | +87.1% | -106.2% | -29.2% |
| All | +261.9% | +465.5% | -203.6% | +163.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling