+338.7%
AEM vs MOH
-36.3%
+375.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.9% |
| 7D | -2.1% | +1.7% | -3.8% | -2.1% |
| 30D | +8.4% | -0.9% | +9.3% | +8.4% |
| 3M | +27.3% | +5.7% | +21.6% | +27.4% |
| 6M | -9.7% | +39.1% | -48.8% | -9.2% |
| YTD | +19.0% | +17.7% | +1.3% | +19.4% |
| 1Y | +31.5% | +8.4% | +23.1% | +32.0% |
| 3Y | +338.7% | -36.6% | +375.3% | +320.2% |
| All | +338.7% | -36.3% | +375.0% | +320.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling