+1,090.2%
ATI vs MOH
+264.4%
+825.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.5% |
| 7D | -5.6% | +1.7% | -7.3% | -6.0% |
| 30D | -13.7% | -0.9% | -12.9% | -13.7% |
| 3M | -0.4% | +5.7% | -6.1% | -2.0% |
| 6M | +26.2% | +39.1% | -12.9% | +17.1% |
| YTD | +73.2% | +17.7% | +55.5% | +63.5% |
| 1Y | +161.6% | +8.4% | +153.2% | +148.3% |
| 3Y | +346.2% | -36.6% | +382.7% | +352.5% |
| 5Y | +1,047.6% | -19.1% | +1,066.7% | +961.8% |
| All | +1,090.2% | +264.4% | +825.9% | +733.7% |
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 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