+189.8%
GD vs MOH
+257.3%
-67.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.7% | 0.0% |
| 7D | -3.2% | -1.3% | -1.9% | -3.0% |
| 30D | -9.6% | +3.0% | -12.6% | -10.0% |
| 3M | +4.3% | +1.2% | +3.1% | +3.8% |
| 6M | +0.5% | +41.7% | -41.2% | -5.0% |
| YTD | +6.6% | +15.4% | -8.8% | +2.7% |
| 1Y | +11.6% | +11.8% | -0.2% | +7.3% |
| 3Y | +72.6% | -37.5% | +110.1% | +76.4% |
| 5Y | +95.2% | -20.6% | +115.8% | +89.2% |
| All | +189.8% | +257.3% | -67.5% | +144.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling