+54.5%
USAR vs MOH
-31.3%
+85.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.0% |
| 7D | -11.6% | +1.7% | -13.3% | -11.6% |
| 30D | -15.5% | -0.9% | -14.6% | -15.5% |
| 3M | -31.0% | +5.7% | -36.7% | -30.9% |
| 6M | -26.2% | +39.1% | -65.3% | -26.2% |
| YTD | +30.8% | +17.7% | +13.1% | +31.7% |
| 1Y | +7.1% | +8.4% | -1.3% | +6.5% |
| 3Y | +53.0% | -36.6% | +89.6% | +44.9% |
| All | +54.5% | -31.3% | +85.9% | +46.0% |
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 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