+225.4%
ACWI vs MOH
+257.3%
-31.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.0% | -1.2% |
| 7D | -1.9% | -1.3% | -0.6% | -1.8% |
| 30D | -1.3% | +3.0% | -4.3% | -1.7% |
| 3M | +5.0% | +1.2% | +3.8% | +4.5% |
| 6M | +11.7% | +41.7% | -30.0% | +6.0% |
| YTD | +13.0% | +15.4% | -2.5% | +9.1% |
| 1Y | +19.2% | +11.8% | +7.4% | +15.0% |
| 3Y | +75.0% | -37.5% | +112.5% | +78.5% |
| 5Y | +67.1% | -20.6% | +87.7% | +61.0% |
| All | +225.4% | +257.3% | -31.9% | +153.0% |
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