-9.6%
AZO vs MOH
+43.5%
-53.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | -0.1% |
| 7D | +5.5% | +8.9% | -3.4% | +4.8% |
| 30D | +14.2% | +11.0% | +3.2% | +13.3% |
| 3M | +7.9% | +11.0% | -3.1% | +7.1% |
| 6M | -6.6% | +12.7% | -19.3% | -7.3% |
| YTD | -2.4% | +24.8% | -27.3% | -4.6% |
| 1Y | -9.6% | +44.7% | -54.3% | -11.1% |
| All | -9.6% | +43.5% | -53.1% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling