+1,767.1%
ASML vs MOH
+242.5%
+1,524.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.8% |
| 7D | +2.8% | -4.2% | +7.0% | +3.4% |
| 30D | -0.2% | -2.4% | +2.1% | 0.0% |
| 3M | -2.6% | -4.4% | +1.8% | -2.5% |
| 6M | +27.9% | +32.9% | -5.1% | +20.9% |
| YTD | +62.4% | +11.9% | +50.6% | +56.0% |
| 1Y | +116.2% | +6.9% | +109.3% | +107.6% |
| 3Y | +182.4% | -39.4% | +221.8% | +189.0% |
| 5Y | +112.4% | -25.0% | +137.4% | +104.0% |
| 10Y | +1,767.1% | +244.9% | +1,522.2% | +1,218.7% |
| All | +1,767.1% | +242.5% | +1,524.6% | +1,218.7% |
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 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