+72.8%
BHP vs MOH
-36.3%
+109.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -3.6% | +1.7% | -5.3% | -3.6% |
| 30D | -1.2% | -0.9% | -0.3% | -1.2% |
| 3M | +1.2% | +5.7% | -4.5% | +1.0% |
| 6M | +21.4% | +39.1% | -17.7% | +20.4% |
| YTD | +50.4% | +17.7% | +32.7% | +49.6% |
| 1Y | +67.5% | +8.4% | +59.1% | +66.9% |
| 3Y | +72.8% | -36.6% | +109.4% | +71.2% |
| All | +72.8% | -36.3% | +109.1% | +71.2% |
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