+149.6%
GOOGL vs MOH
-36.3%
+185.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.8% |
| 7D | 0.0% | +1.7% | -1.7% | 0.0% |
| 30D | -1.4% | -0.9% | -0.5% | -1.4% |
| 3M | -5.3% | +5.7% | -11.0% | -5.2% |
| 6M | +9.8% | +39.1% | -29.3% | +10.2% |
| YTD | +8.4% | +17.7% | -9.3% | +8.6% |
| 1Y | +41.2% | +8.4% | +32.8% | +41.4% |
| 3Y | +149.6% | -36.6% | +186.1% | +142.3% |
| All | +149.6% | -36.3% | +185.8% | +142.3% |
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 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