+755.6%
GOOGL vs MOH
+264.4%
+491.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.5% |
| 7D | 0.0% | +1.7% | -1.7% | -0.2% |
| 30D | -1.4% | -0.9% | -0.5% | -1.3% |
| 3M | -5.3% | +5.7% | -11.0% | -6.3% |
| 6M | +9.8% | +39.1% | -29.3% | +4.1% |
| YTD | +8.4% | +17.7% | -9.3% | +4.3% |
| 1Y | +41.2% | +8.4% | +32.8% | +36.7% |
| 3Y | +149.6% | -36.6% | +186.1% | +154.0% |
| 5Y | +142.6% | -19.1% | +161.7% | +130.6% |
| All | +755.6% | +264.4% | +491.2% | +518.6% |
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 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