+5,718.9%
ASX vs MOH
+1,302.1%
+4,416.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +6.4% |
| 7D | +6.3% | -3.3% | +9.6% | +6.8% |
| 30D | +6.4% | -0.1% | +6.5% | +6.3% |
| 3M | +13.1% | -1.1% | +14.2% | +12.7% |
| 6M | +90.3% | +35.9% | +54.4% | +79.9% |
| YTD | +149.6% | +13.1% | +136.5% | +139.9% |
| 1Y | +249.2% | +11.8% | +237.4% | +233.4% |
| 3Y | +445.9% | -38.7% | +484.6% | +452.3% |
| 5Y | +477.7% | -25.1% | +502.8% | +455.5% |
| 10Y | +913.4% | +243.8% | +669.5% | +594.7% |
| All | +5,718.9% | +1,302.1% | +4,416.7% | +2,458.2% |
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