+118.9%
EOG vs MOH
+264.4%
-145.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.3% |
| 7D | +1.5% | +1.7% | -0.2% | +1.2% |
| 30D | +2.9% | -0.9% | +3.8% | +3.0% |
| 3M | +8.7% | +5.7% | +3.0% | +7.5% |
| 6M | +12.9% | +39.1% | -26.2% | +6.9% |
| YTD | +43.8% | +17.7% | +26.1% | +38.2% |
| 1Y | +27.1% | +8.4% | +18.7% | +22.9% |
| 3Y | +25.9% | -36.6% | +62.5% | +27.7% |
| 5Y | +177.9% | -19.1% | +197.0% | +163.1% |
| All | +118.9% | +264.4% | -145.5% | +60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling