+27.5%
UAL vs MOH
+53.5%
-26.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +8.9% | -1.0% | +8.5% |
| 7D | +11.9% | +14.3% | -2.4% | +12.9% |
| 30D | +5.2% | +16.7% | -11.4% | +6.5% |
| 3M | -12.7% | +18.3% | -31.0% | -11.4% |
| 6M | +28.5% | +15.8% | +12.7% | +31.1% |
| YTD | +3.5% | +30.5% | -26.9% | +8.8% |
| 1Y | +27.5% | +49.3% | -21.7% | +28.6% |
| All | +27.5% | +53.5% | -26.0% | +28.6% |
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