+1,538.5%
IGV vs MOH
+1,330.6%
+207.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.1% |
| 7D | -5.4% | -1.3% | -4.1% | -5.2% |
| 30D | -2.6% | +3.0% | -5.6% | -3.2% |
| 3M | +10.5% | +1.2% | +9.3% | +10.0% |
| 6M | +18.2% | +41.7% | -23.5% | +10.4% |
| YTD | -4.2% | +15.4% | -19.6% | -8.6% |
| 1Y | -9.8% | +11.8% | -21.6% | -14.2% |
| 3Y | +39.1% | -37.5% | +76.6% | +41.4% |
| 5Y | +21.2% | -20.6% | +41.9% | +16.8% |
| 10Y | +361.5% | +255.8% | +105.7% | +224.1% |
| All | +1,538.5% | +1,330.6% | +207.9% | +752.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling