+133.9%
HL vs MOH
+18.1%
+115.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.5% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +25.1% | +2.9% | +22.2% | +25.0% |
| 3M | +22.9% | +4.1% | +18.8% | +23.0% |
| 6M | -4.9% | +33.8% | -38.7% | -4.3% |
| YTD | +7.8% | +15.7% | -7.9% | +9.9% |
| 1Y | +133.9% | +17.5% | +116.3% | +150.8% |
| All | +133.9% | +18.1% | +115.8% | +150.8% |
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