+953.3%
ASX vs MOH
+264.4%
+688.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.1% |
| 7D | +5.2% | +1.7% | +3.5% | +5.0% |
| 30D | +0.5% | -0.9% | +1.4% | +0.5% |
| 3M | +8.3% | +5.7% | +2.6% | +7.4% |
| 6M | +82.0% | +39.1% | +42.9% | +75.2% |
| YTD | +147.6% | +17.7% | +129.9% | +140.6% |
| 1Y | +258.8% | +8.4% | +250.5% | +250.2% |
| 3Y | +452.1% | -36.6% | +488.6% | +456.7% |
| 5Y | +441.7% | -19.1% | +460.8% | +415.0% |
| All | +953.3% | +264.4% | +688.9% | +680.4% |
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