+60.5%
HAS vs MOH
+264.4%
-203.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.4% | +1.3% |
| 7D | -1.1% | +1.7% | -2.8% | -1.3% |
| 30D | -2.8% | -0.9% | -1.9% | -2.7% |
| 3M | +10.1% | +5.7% | +4.4% | +9.0% |
| 6M | -1.4% | +39.1% | -40.5% | -6.2% |
| YTD | +14.2% | +17.7% | -3.5% | +10.1% |
| 1Y | +18.2% | +8.4% | +9.8% | +14.6% |
| 3Y | +48.6% | -36.6% | +85.2% | +51.1% |
| 5Y | +14.2% | -19.1% | +33.3% | +9.7% |
| All | +60.5% | +264.4% | -203.9% | +25.9% |
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