-21.6%
USAR vs MOH
+36.7%
-58.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +3.2% | -9.1% | -5.4% |
| 7D | -9.3% | -1.3% | -8.0% | -9.4% |
| 30D | -15.2% | +3.0% | -18.1% | -14.4% |
| 3M | -21.1% | +1.2% | -22.3% | -19.0% |
| 6M | -21.6% | +41.7% | -63.3% | -20.0% |
| All | -21.6% | +36.7% | -58.2% | -20.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling