+863.1%
HAS vs MOH
+1,302.1%
-439.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.2% | -0.2% | -2.1% |
| 7D | -3.1% | -3.3% | +0.2% | -2.7% |
| 30D | -2.7% | -0.1% | -2.6% | -2.8% |
| 3M | +8.9% | -1.1% | +10.0% | +8.8% |
| 6M | -2.9% | +35.9% | -38.8% | -7.3% |
| YTD | +12.6% | +13.1% | -0.5% | +9.3% |
| 1Y | +17.5% | +11.8% | +5.6% | +13.5% |
| 3Y | +46.2% | -38.7% | +85.0% | +49.0% |
| 5Y | +12.6% | -25.1% | +37.7% | +10.5% |
| 10Y | +55.7% | +243.8% | -188.2% | +19.6% |
| All | +863.1% | +1,302.1% | -439.1% | +473.2% |
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