+289.9%
BNY vs MOH
-36.3%
+326.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -1.9% | 0.0% |
| 7D | -1.3% | +1.7% | -3.0% | -1.3% |
| 30D | -0.2% | -0.9% | +0.7% | -0.2% |
| 3M | +14.9% | +5.7% | +9.2% | +14.8% |
| 6M | +40.0% | +39.1% | +0.9% | +39.5% |
| YTD | +42.0% | +17.7% | +24.3% | +41.5% |
| 1Y | +56.9% | +8.4% | +48.5% | +56.4% |
| 3Y | +289.9% | -36.6% | +326.4% | +289.8% |
| All | +289.9% | -36.3% | +326.1% | +289.8% |
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