+115.6%
AMDL vs MOH
-50.3%
+165.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.2% | -9.8% | -6.4% |
| 7D | +20.7% | -1.3% | +22.0% | +20.7% |
| 30D | +9.4% | +3.0% | +6.5% | +9.8% |
| 3M | +5.6% | +1.2% | +4.4% | +6.0% |
| 6M | +340.3% | +41.7% | +298.6% | +353.6% |
| YTD | +253.6% | +15.4% | +238.2% | +260.5% |
| 1Y | +443.4% | +11.8% | +431.6% | +454.6% |
| All | +115.6% | -50.3% | +165.9% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling