+67.2%
SU vs MOH
+4.9%
+62.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | +2.2% | +1.7% | +0.5% | +2.2% |
| 30D | +8.4% | -0.9% | +9.3% | +8.4% |
| 3M | +12.1% | +5.7% | +6.4% | +11.8% |
| 6M | +19.7% | +39.1% | -19.5% | +18.4% |
| YTD | +58.4% | +17.7% | +40.7% | +56.3% |
| 1Y | +67.2% | +8.4% | +58.9% | +63.2% |
| All | +67.2% | +4.9% | +62.3% | +63.2% |
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