+2,242.1%
BHP vs MOH
+1,330.6%
+911.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.2% | -8.5% | -5.9% |
| 7D | -3.7% | -1.3% | -2.4% | -3.5% |
| 30D | -0.8% | +3.0% | -3.8% | -1.6% |
| 3M | +7.6% | +1.2% | +6.4% | +6.8% |
| 6M | +20.8% | +41.7% | -20.9% | +11.7% |
| YTD | +50.8% | +15.4% | +35.4% | +43.1% |
| 1Y | +70.9% | +11.8% | +59.1% | +62.0% |
| 3Y | +78.0% | -37.5% | +115.5% | +81.3% |
| 5Y | +113.1% | -20.6% | +133.7% | +103.0% |
| 10Y | +483.0% | +255.8% | +227.2% | +270.8% |
| All | +2,242.1% | +1,330.6% | +911.6% | +869.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling