-69.4%
BTDR vs MOH
+53.5%
-122.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +8.9% | -14.6% | -4.6% |
| 7D | -17.6% | +14.3% | -31.8% | -16.1% |
| 30D | -40.3% | +16.7% | -56.9% | -39.1% |
| 3M | -42.6% | +18.3% | -60.9% | -41.4% |
| 6M | -46.3% | +15.8% | -62.1% | -45.3% |
| YTD | -41.7% | +30.5% | -72.2% | -43.7% |
| 1Y | -69.4% | +49.3% | -118.7% | -75.9% |
| All | -69.4% | +53.5% | -122.9% | -75.9% |
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