+13,468.3%
AMZN vs MOH
+1,358.8%
+12,109.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | 0.0% | +1.6% |
| 7D | -0.7% | +1.7% | -2.4% | -0.9% |
| 30D | -3.9% | -0.9% | -3.0% | -3.8% |
| 3M | +6.3% | +5.7% | +0.6% | +5.1% |
| 6M | +20.8% | +39.1% | -18.4% | +13.7% |
| YTD | +11.2% | +17.7% | -6.4% | +6.6% |
| 1Y | +11.7% | +8.4% | +3.3% | +7.7% |
| 3Y | +79.4% | -36.6% | +116.0% | +82.4% |
| 5Y | +48.0% | -19.1% | +67.1% | +43.1% |
| 10Y | +575.6% | +262.8% | +312.8% | +375.7% |
| All | +13,468.3% | +1,358.8% | +12,109.5% | +6,078.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling