+47.1%
EQT vs MOH
+264.4%
-217.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.6% | -2.0% |
| 7D | -2.0% | +1.7% | -3.7% | -2.3% |
| 30D | 0.0% | -0.9% | +0.9% | +0.1% |
| 3M | +5.9% | +5.7% | +0.2% | +4.5% |
| 6M | -14.8% | +39.1% | -53.9% | -20.3% |
| YTD | +1.8% | +17.7% | -15.9% | -3.2% |
| 1Y | +7.4% | +8.4% | -1.0% | +3.1% |
| 3Y | +33.6% | -36.6% | +70.2% | +35.8% |
| 5Y | +199.3% | -19.1% | +218.4% | +181.7% |
| All | +47.1% | +264.4% | -217.2% | -5.8% |
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