+369.3%
HAL vs MOH
+1,286.6%
-917.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -1.3% | -4.2% | +2.9% | -0.5% |
| 30D | +10.9% | -2.4% | +13.3% | +11.3% |
| 3M | -5.8% | -4.4% | -1.5% | -5.5% |
| 6M | +8.1% | +32.9% | -24.8% | +1.0% |
| YTD | +33.2% | +11.9% | +21.3% | +27.0% |
| 1Y | +74.2% | +6.9% | +67.2% | +66.0% |
| 3Y | -3.7% | -39.4% | +35.7% | -1.3% |
| 5Y | +111.9% | -25.0% | +136.8% | +103.5% |
| 10Y | +7.4% | +244.9% | -237.5% | -30.4% |
| All | +369.3% | +1,286.6% | -917.4% | +112.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling