+280.3%
DOCN vs MOH
+11.9%
+268.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.2% | +14.9% | +12.5% |
| 7D | +16.3% | -3.3% | +19.6% | +16.2% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -25.2% | -1.1% | -24.1% | -25.0% |
| 6M | +132.7% | +35.9% | +96.8% | +135.6% |
| YTD | +163.3% | +13.1% | +150.2% | +160.7% |
| 1Y | +280.3% | +11.8% | +268.5% | +264.9% |
| All | +280.3% | +11.9% | +268.5% | +264.9% |
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