+31,776.8%
AVGO vs MOH
+1,398.0%
+30,378.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | 0.0% |
| 7D | +1.1% | +1.7% | -0.6% | +0.9% |
| 30D | -13.0% | -0.9% | -12.1% | -13.0% |
| 3M | -6.0% | +5.7% | -11.7% | -7.2% |
| 6M | +6.4% | +39.1% | -32.8% | 0.0% |
| YTD | +5.0% | +17.7% | -12.7% | -0.2% |
| 1Y | +1.4% | +8.4% | -7.0% | -3.0% |
| 3Y | +336.8% | -36.6% | +373.4% | +338.2% |
| 5Y | +698.2% | -19.1% | +717.3% | +648.9% |
| 10Y | +2,837.0% | +262.8% | +2,574.2% | +1,807.7% |
| All | +31,776.8% | +1,398.0% | +30,378.8% | +13,523.1% |
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