+162.1%
EQX vs MOH
-36.3%
+198.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.7% |
| 7D | -3.2% | +1.7% | -4.9% | -3.1% |
| 30D | +7.8% | -0.9% | +8.7% | +7.8% |
| 3M | +21.3% | +5.7% | +15.6% | +21.6% |
| 6M | -22.4% | +39.1% | -61.5% | -21.7% |
| YTD | -11.3% | +17.7% | -29.0% | -10.7% |
| 1Y | +13.5% | +8.4% | +5.1% | +14.3% |
| 3Y | +162.1% | -36.6% | +198.7% | +153.1% |
| All | +162.1% | -36.3% | +198.4% | +153.1% |
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