+14.4%
BABA vs MOH
+257.3%
-242.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -3.9% | -1.1% |
| 7D | -2.9% | -1.3% | -1.6% | -2.8% |
| 30D | -15.1% | +3.0% | -18.0% | -15.4% |
| 3M | -5.0% | +1.2% | -6.3% | -5.4% |
| 6M | -19.9% | +41.7% | -61.7% | -23.5% |
| YTD | -25.3% | +15.4% | -40.7% | -27.4% |
| 1Y | -23.9% | +11.8% | -35.7% | -26.1% |
| 3Y | +28.1% | -37.5% | +65.6% | +30.6% |
| 5Y | -31.4% | -20.6% | -10.7% | -33.3% |
| All | +14.4% | +257.3% | -242.9% | -14.7% |
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 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