+86.2%
SU vs MOH
+53.5%
+32.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.9% | -13.5% | -4.5% |
| 7D | -7.1% | +14.3% | -21.4% | -7.2% |
| 30D | +4.8% | +16.7% | -11.9% | +4.5% |
| 3M | +12.5% | +18.3% | -5.8% | +12.2% |
| 6M | +6.5% | +15.8% | -9.3% | +5.8% |
| YTD | +65.8% | +30.5% | +35.3% | +62.2% |
| 1Y | +86.2% | +49.3% | +36.9% | +82.0% |
| All | +86.2% | +53.5% | +32.7% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling