+1,726.2%
BE vs MOH
-36.3%
+1,762.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.0% | +4.7% | +6.9% |
| 7D | +9.0% | +1.7% | +7.3% | +9.3% |
| 30D | +16.3% | -0.9% | +17.2% | +16.2% |
| 3M | +10.8% | +5.7% | +5.1% | +11.9% |
| 6M | +73.2% | +39.1% | +34.1% | +81.7% |
| YTD | +217.4% | +17.7% | +199.7% | +226.2% |
| 1Y | +309.8% | +8.4% | +301.4% | +317.6% |
| 3Y | +1,726.2% | -36.6% | +1,762.7% | +1,629.2% |
| All | +1,726.2% | -36.3% | +1,762.4% | +1,629.2% |
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