+85.9%
EEM vs MOH
-36.3%
+122.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +1.3% |
| 7D | -1.3% | +1.7% | -3.0% | -1.2% |
| 30D | +2.1% | -0.9% | +3.0% | +2.1% |
| 3M | +1.0% | +5.7% | -4.7% | +1.0% |
| 6M | +15.9% | +39.1% | -23.2% | +15.7% |
| YTD | +24.6% | +17.7% | +7.0% | +24.4% |
| 1Y | +32.3% | +8.4% | +23.9% | +32.2% |
| 3Y | +85.9% | -36.6% | +122.5% | +83.5% |
| All | +85.9% | -36.3% | +122.2% | +83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling