+11.7%
BABA vs MOH
+339.2%
-327.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -13.8% | +0.2% | -14.0% | -13.8% |
| 30D | -15.1% | +0.1% | -15.2% | -15.2% |
| 3M | -22.7% | +1.8% | -24.6% | -23.0% |
| 6M | -34.7% | +9.1% | -43.8% | -35.6% |
| YTD | -35.0% | +20.7% | -55.7% | -37.2% |
| 1Y | -40.4% | +51.3% | -91.7% | -44.0% |
| 3Y | +21.9% | -42.0% | +63.9% | +25.8% |
| 5Y | -39.9% | -33.1% | -6.8% | -40.0% |
| All | +11.7% | +339.2% | -327.5% | -18.9% |
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