+1,135.8%
URI vs MOH
+339.2%
+796.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | +8.9% | +0.1% | +8.7% | +8.5% |
| 3M | +0.5% | +1.8% | -1.3% | -0.5% |
| 6M | +20.7% | +9.1% | +11.5% | +16.5% |
| YTD | +40.0% | +20.7% | +19.3% | +29.6% |
| 1Y | +34.4% | +51.3% | -16.9% | +17.7% |
| 3Y | +149.5% | -42.0% | +191.5% | +159.7% |
| 5Y | +205.6% | -33.1% | +238.7% | +197.4% |
| All | +1,135.8% | +339.2% | +796.6% | +755.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling