+85.2%
AZO vs MOH
-19.7%
+104.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.4% |
| 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% | -7.4% |
| 6M | -22.5% | +39.1% | -61.6% | -25.8% |
| YTD | -15.2% | +17.7% | -32.9% | -18.0% |
| 1Y | -33.9% | +8.4% | -42.3% | -35.6% |
| 3Y | +11.8% | -36.6% | +48.4% | +15.1% |
| All | +85.2% | -19.7% | +104.9% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling