+6.7%
HCA vs MOH
+4.9%
+1.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.3% |
| 7D | +5.4% | +1.7% | +3.7% | +5.3% |
| 30D | +3.0% | -0.9% | +3.9% | +3.0% |
| 3M | +13.0% | +5.7% | +7.3% | +12.2% |
| 6M | -20.3% | +39.1% | -59.4% | -22.5% |
| YTD | -8.2% | +17.7% | -25.9% | -10.8% |
| 1Y | +6.7% | +8.4% | -1.7% | +2.7% |
| All | +6.7% | +4.9% | +1.8% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling