+651.5%
ADI vs MOH
+264.4%
+387.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +2.9% | +4.5% |
| 7D | +4.6% | +1.7% | +2.9% | +4.2% |
| 30D | -1.2% | -0.9% | -0.3% | -1.1% |
| 3M | -7.8% | +5.7% | -13.5% | -9.2% |
| 6M | +19.3% | +39.1% | -19.8% | +11.3% |
| YTD | +40.9% | +17.7% | +23.2% | +33.9% |
| 1Y | +54.5% | +8.4% | +46.1% | +48.0% |
| 3Y | +123.4% | -36.6% | +160.0% | +127.6% |
| 5Y | +142.3% | -19.1% | +161.4% | +129.4% |
| All | +651.5% | +264.4% | +387.1% | +462.3% |
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