+977.7%
EMR vs MOH
+1,286.6%
-308.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +0.9% | -4.2% | +5.1% | +1.6% |
| 30D | -5.0% | -2.4% | -2.6% | -4.7% |
| 3M | +5.9% | -4.4% | +10.3% | +6.1% |
| 6M | +7.3% | +32.9% | -25.6% | +1.2% |
| YTD | +14.6% | +11.9% | +2.7% | +9.9% |
| 1Y | +15.6% | +6.9% | +8.7% | +11.0% |
| 3Y | +60.2% | -39.4% | +99.6% | +63.4% |
| 5Y | +65.8% | -25.0% | +90.8% | +60.4% |
| 10Y | +277.4% | +244.9% | +32.5% | +162.1% |
| All | +977.7% | +1,286.6% | -308.9% | +437.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling