+38.4%
IGV vs MOH
-36.3%
+74.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.3% |
| 7D | -2.9% | +1.7% | -4.6% | -2.9% |
| 30D | -1.5% | -0.9% | -0.6% | -1.5% |
| 3M | +11.7% | +5.7% | +6.0% | +12.0% |
| 6M | +18.4% | +39.1% | -20.7% | +19.4% |
| YTD | -3.9% | +17.7% | -21.6% | -3.2% |
| 1Y | -9.7% | +8.4% | -18.0% | -8.9% |
| 3Y | +38.4% | -36.6% | +75.0% | +36.3% |
| All | +38.4% | -36.3% | +74.7% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling