+262.4%
ASX vs MOH
+2.9%
+259.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.2% | -6.4% | -3.0% |
| 7D | +6.5% | -1.3% | +7.8% | +6.4% |
| 30D | +3.1% | +3.0% | +0.2% | +3.4% |
| 3M | +17.4% | +1.2% | +16.2% | +17.5% |
| 6M | +85.4% | +41.7% | +43.7% | +88.9% |
| YTD | +150.1% | +15.4% | +134.7% | +153.7% |
| All | +262.4% | +2.9% | +259.5% | +266.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling