+87.1%
DOCN vs MOH
-26.8%
+113.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.2% | +14.9% | +12.9% |
| 7D | +16.3% | -3.3% | +19.6% | +16.7% |
| 30D | +2.0% | -0.1% | +2.1% | +2.0% |
| 3M | -25.2% | -1.1% | -24.1% | -25.3% |
| 6M | +132.7% | +35.9% | +96.8% | +123.9% |
| YTD | +163.3% | +13.1% | +150.2% | +155.1% |
| 1Y | +280.3% | +11.8% | +268.5% | +266.6% |
| 3Y | +371.8% | -38.7% | +410.6% | +373.3% |
| 5Y | +87.1% | -25.1% | +112.2% | +65.3% |
| All | +87.1% | -26.8% | +113.9% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling