+98.1%
NU vs MOH
-36.3%
+134.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.0% | -4.6% | -2.7% |
| 7D | -4.9% | +1.7% | -6.6% | -4.9% |
| 30D | +7.8% | -0.9% | +8.7% | +7.9% |
| 3M | +20.9% | +5.7% | +15.2% | +20.8% |
| 6M | +0.9% | +39.1% | -38.2% | 0.0% |
| YTD | -12.7% | +17.7% | -30.3% | -13.0% |
| 1Y | -6.4% | +8.4% | -14.8% | -6.7% |
| 3Y | +98.1% | -36.6% | +134.7% | +93.7% |
| All | +98.1% | -36.3% | +134.4% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling