+171.2%
INTC vs MOH
-36.3%
+207.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +2.6% |
| 7D | +7.5% | +1.7% | +5.7% | +7.4% |
| 30D | +2.0% | -0.9% | +2.9% | +2.0% |
| 3M | -12.0% | +5.7% | -17.7% | -12.3% |
| 6M | +114.5% | +39.1% | +75.4% | +111.2% |
| YTD | +179.0% | +17.7% | +161.3% | +174.4% |
| 1Y | +318.3% | +8.4% | +309.9% | +311.2% |
| 3Y | +171.2% | -36.6% | +207.8% | +172.6% |
| All | +171.2% | -36.3% | +207.5% | +172.6% |
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