+5,098.8%
ASX vs MOH
+1,396.4%
+3,702.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -2.0% |
| 7D | +12.4% | +0.2% | +12.2% | +12.3% |
| 30D | -19.8% | +0.1% | -19.9% | -20.0% |
| 3M | -10.3% | +1.8% | -12.2% | -11.0% |
| 6M | +1.2% | +9.1% | -7.9% | -1.0% |
| YTD | +123.0% | +20.7% | +102.3% | +111.5% |
| 1Y | +145.4% | +51.3% | +94.2% | +124.6% |
| 3Y | +368.6% | -42.0% | +410.6% | +378.7% |
| 5Y | +486.0% | -33.1% | +519.1% | +475.7% |
| 10Y | +941.0% | +340.8% | +600.3% | +582.8% |
| All | +5,098.8% | +1,396.4% | +3,702.5% | +2,155.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling