+18.2%
IGV vs MOH
+36.7%
-18.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -0.4% |
| 7D | -5.4% | -1.3% | -4.1% | -5.4% |
| 30D | -2.6% | +3.0% | -5.6% | -2.4% |
| 3M | +10.5% | +1.2% | +9.3% | +12.1% |
| 6M | +18.2% | +41.7% | -23.5% | +27.1% |
| All | +18.2% | +36.7% | -18.5% | +27.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling