+45.0%
BBY vs MOH
-36.3%
+81.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.1% | +3.0% |
| 7D | +0.6% | +1.7% | -1.1% | +0.6% |
| 30D | +9.4% | -0.9% | +10.3% | +9.4% |
| 3M | +19.3% | +5.7% | +13.6% | +19.3% |
| 6M | +47.9% | +39.1% | +8.8% | +47.2% |
| YTD | +39.6% | +17.7% | +21.9% | +39.4% |
| 1Y | +22.2% | +8.4% | +13.8% | +22.2% |
| 3Y | +45.0% | -36.6% | +81.5% | +38.7% |
| All | +45.0% | -36.3% | +81.2% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling