+388.8%
GH vs MOH
+41.8%
+347.0%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -3.0% | -1.5% |
| 7D | -2.5% | +1.7% | -4.2% | -3.0% |
| 30D | -4.7% | -0.9% | -3.8% | -4.6% |
| 3M | +20.2% | +5.7% | +14.5% | +18.0% |
| 6M | +78.8% | +39.1% | +39.7% | +62.1% |
| YTD | +54.1% | +17.7% | +36.4% | +42.7% |
| 1Y | +177.1% | +8.4% | +168.7% | +158.8% |
| 3Y | +371.6% | -36.6% | +408.2% | +385.0% |
| 5Y | +21.9% | -19.1% | +41.0% | +11.3% |
| All | +388.8% | +41.8% | +347.0% | +240.3% |
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