+55.3%
BE vs MOH
+53.5%
+1.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.9% | -15.3% | -5.9% |
| 7D | -12.1% | +14.3% | -26.4% | -11.5% |
| 30D | -30.1% | +16.7% | -46.8% | -29.5% |
| 3M | -12.1% | +18.3% | -30.5% | -11.6% |
| 6M | -30.6% | +15.8% | -46.4% | -30.4% |
| YTD | +130.6% | +30.5% | +100.2% | +115.1% |
| 1Y | +55.3% | +49.3% | +6.0% | +40.9% |
| All | +55.3% | +53.5% | +1.8% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling