+51.5%
DOCN vs MOH
+40.2%
+11.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.7% | +10.7% | +7.7% |
| 7D | -12.8% | -2.4% | -10.3% | -12.7% |
| 30D | -41.9% | +3.3% | -45.2% | -41.5% |
| 3M | -36.9% | +3.5% | -40.4% | -36.5% |
| 6M | -52.2% | +9.4% | -61.6% | -51.5% |
| YTD | +62.7% | +17.2% | +45.5% | +56.3% |
| All | +51.5% | +40.2% | +11.3% | +29.7% |
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 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