+130.0%
ASML vs MOH
-40.0%
+170.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.5% | +8.6% | +4.9% |
| 7D | -9.0% | +2.1% | -11.1% | -8.9% |
| 30D | -21.0% | +7.3% | -28.2% | -20.7% |
| 3M | -16.3% | +8.9% | -25.2% | -16.0% |
| 6M | -7.5% | +5.8% | -13.4% | -7.4% |
| YTD | +34.0% | +20.4% | +13.6% | +34.2% |
| 1Y | +39.3% | +42.1% | -2.8% | +39.5% |
| All | +130.0% | -40.0% | +170.0% | +129.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling