+476.3%
ASX vs MOH
-39.4%
+515.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.5% |
| 7D | +11.1% | -4.2% | +15.3% | +10.8% |
| 30D | +9.6% | -2.4% | +12.0% | +9.5% |
| 3M | +18.6% | -4.4% | +23.0% | +18.4% |
| 6M | +92.1% | +32.9% | +59.2% | +95.2% |
| YTD | +158.5% | +11.9% | +146.6% | +161.2% |
| 1Y | +271.9% | +6.9% | +265.0% | +275.4% |
| All | +476.3% | -39.4% | +515.7% | +443.7% |
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