+207.2%
UMC vs MOH
+18.1%
+189.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +4.5% |
| 7D | +5.0% | +0.4% | +4.6% | +5.0% |
| 30D | +7.7% | +2.9% | +4.8% | +8.1% |
| 3M | +1.7% | +4.1% | -2.5% | +2.3% |
| 6M | +113.9% | +33.8% | +80.1% | +121.3% |
| YTD | +168.9% | +15.7% | +153.2% | +170.9% |
| 1Y | +207.2% | +17.5% | +189.7% | +208.5% |
| All | +207.2% | +18.1% | +189.1% | +208.5% |
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