-98.8%
AMC vs MOH
+339.2%
-438.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.7% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +12.5% | +0.1% | +12.3% | +12.5% |
| 3M | +23.6% | +1.8% | +21.7% | +23.1% |
| 6M | +144.4% | +9.1% | +135.2% | +140.7% |
| YTD | +108.3% | +20.7% | +87.6% | +99.3% |
| 1Y | +38.9% | +51.3% | -12.4% | +28.1% |
| 3Y | -58.9% | -42.0% | -16.9% | -57.1% |
| 5Y | -99.2% | -33.1% | -66.1% | -99.2% |
| All | -98.8% | +339.2% | -438.0% | -99.1% |
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