+197.7%
AON vs MOH
+264.4%
-66.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.6% | -1.9% |
| 7D | -6.3% | +1.7% | -8.0% | -6.6% |
| 30D | -14.1% | -0.9% | -13.2% | -14.0% |
| 3M | -9.5% | +5.7% | -15.2% | -10.5% |
| 6M | -4.0% | +39.1% | -43.1% | -9.5% |
| YTD | -13.8% | +17.7% | -31.5% | -17.4% |
| 1Y | -18.3% | +8.4% | -26.7% | -21.1% |
| 3Y | -7.2% | -36.6% | +29.4% | -4.7% |
| 5Y | +7.3% | -19.1% | +26.4% | +4.7% |
| All | +197.7% | +264.4% | -66.7% | +139.0% |
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