Moochi v3

The chart shows the growth of an initial investment of $10,000 in Moochi v3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Jun 29, 2021, Moochi v3's average daily return is +0.10%, while the average monthly return is +1.94%. At this rate, an investment would double in approximately 3.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jan 2023 with a return of +14.4%, while the worst month was Apr 2022 at -12.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, Moochi v3 closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +11.0%, while the worst single day was Apr 4, 2025 at -5.7%.

Moochi v3 has an annualized alpha of 10.51%, beta of 1.11, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since June 29, 2021.

• This portfolio captured 135.91% of S&P 500 Index gains but only 87.49% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 10.51% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.11 and R2 of 0.80, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Moochi v3 has an expense ratio of 0.05%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Moochi v3 ranks 71 for risk / return — better than 71% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

The current Moochi v3 Sharpe ratio is 2.33 as of Jun 13, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.53 to 2.41, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of Moochi v3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Moochi v3 provided a 1.71% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Moochi v3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Moochi v3 was 28.71%, occurring on Jan 5, 2023. Recovery took 99 trading sessions.

The current Moochi v3 drawdown is 6.07%.

The chart below shows the rolling one-month volatility.