+188.9%
AMAT vs MOH
+18.1%
+170.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.4% | +4.3% |
| 7D | -1.5% | +0.4% | -1.9% | -1.5% |
| 30D | -14.8% | +2.9% | -17.7% | -14.8% |
| 3M | -9.3% | +4.1% | -13.4% | -9.4% |
| 6M | +27.4% | +33.8% | -6.4% | +27.5% |
| YTD | +77.6% | +15.7% | +61.9% | +75.1% |
| 1Y | +188.9% | +17.5% | +171.4% | +168.7% |
| All | +188.9% | +18.1% | +170.8% | +168.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling