+877.6%
MOH vs UUUU
-92.5%
+970.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.3% | +9.5% | +3.4% |
| 7D | -1.3% | -5.0% | +3.7% | -1.1% |
| 30D | +3.0% | -7.8% | +10.7% | +3.2% |
| 3M | +1.2% | -0.4% | +1.6% | +0.9% |
| 6M | +41.7% | -32.9% | +74.6% | +43.2% |
| YTD | +15.4% | -6.3% | +21.7% | +14.1% |
| 1Y | +11.8% | +7.9% | +3.9% | +9.3% |
| 3Y | -37.5% | +85.2% | -122.7% | -41.7% |
| 5Y | -20.6% | +97.0% | -117.6% | -27.6% |
| 10Y | +255.8% | +492.6% | -236.8% | +191.9% |
| All | +877.6% | -92.5% | +970.1% | +704.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling