+288.6%
AZO vs MOH
+264.4%
+24.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.5% |
| 7D | -3.6% | +1.7% | -5.3% | -3.8% |
| 30D | -5.6% | -0.9% | -4.7% | -5.5% |
| 3M | -6.6% | +5.7% | -12.4% | -7.7% |
| 6M | -22.5% | +39.1% | -61.6% | -26.9% |
| YTD | -15.2% | +17.7% | -32.9% | -18.8% |
| 1Y | -33.9% | +8.4% | -42.3% | -36.2% |
| 3Y | +11.8% | -36.6% | +48.4% | +14.9% |
| 5Y | +85.5% | -19.1% | +104.6% | +79.9% |
| All | +288.6% | +264.4% | +24.2% | +214.5% |
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