+336.8%
AVGO vs MOH
-36.3%
+373.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.6% |
| 7D | +1.1% | +1.7% | -0.6% | +1.4% |
| 30D | -13.0% | -0.9% | -12.1% | -13.0% |
| 3M | -6.0% | +5.7% | -11.7% | -5.1% |
| 6M | +6.4% | +39.1% | -32.8% | +10.9% |
| YTD | +5.0% | +17.7% | -12.7% | +8.3% |
| 1Y | +1.4% | +8.4% | -7.0% | +4.1% |
| 3Y | +336.8% | -36.6% | +373.4% | +308.7% |
| All | +336.8% | -36.3% | +373.1% | +308.7% |
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