+132.3%
HON vs MOH
+264.4%
-132.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.2% |
| 7D | -3.5% | +1.7% | -5.2% | -3.7% |
| 30D | -13.8% | -0.9% | -12.9% | -13.7% |
| 3M | -11.7% | +5.7% | -17.4% | -12.7% |
| 6M | -18.7% | +39.1% | -57.9% | -23.3% |
| YTD | +0.2% | +17.7% | -17.4% | -4.0% |
| 1Y | -3.1% | +8.4% | -11.4% | -6.7% |
| 3Y | +17.0% | -36.6% | +53.5% | +19.4% |
| 5Y | +2.0% | -19.1% | +21.1% | -2.5% |
| All | +132.3% | +264.4% | -132.1% | +78.9% |
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