+93.3%
HAL vs MOH
-19.7%
+113.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.7% |
| 7D | -3.3% | +1.7% | -5.0% | -3.4% |
| 30D | +8.2% | -0.9% | +9.0% | +8.2% |
| 3M | -9.4% | +5.7% | -15.1% | -9.8% |
| 6M | +0.6% | +39.1% | -38.5% | -1.4% |
| YTD | +28.6% | +17.7% | +10.9% | +26.7% |
| 1Y | +63.9% | +8.4% | +55.5% | +61.9% |
| 3Y | -7.1% | -36.6% | +29.4% | -6.7% |
| All | +93.3% | -19.7% | +113.0% | +86.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling