+86.2%
DOCN vs MOH
+47.1%
+39.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.4% |
| 7D | +27.4% | -3.1% | +30.5% | +27.0% |
| 30D | -29.7% | +0.2% | -29.9% | -29.4% |
| 3M | -32.5% | +1.8% | -34.3% | -31.8% |
| 6M | -42.2% | +9.5% | -51.7% | -41.3% |
| YTD | +87.2% | +20.9% | +66.3% | +80.7% |
| 1Y | +86.2% | +48.8% | +37.4% | +64.1% |
| All | +86.2% | +47.1% | +39.1% | +64.1% |
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