+364.1%
LIN vs MOH
+264.4%
+99.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.7% |
| 7D | -2.4% | +1.7% | -4.1% | -2.7% |
| 30D | -2.4% | -0.9% | -1.5% | -2.3% |
| 3M | -9.3% | +5.7% | -15.0% | -10.4% |
| 6M | -2.6% | +39.1% | -41.7% | -8.5% |
| YTD | +10.4% | +17.7% | -7.3% | +5.5% |
| 1Y | -2.3% | +8.4% | -10.7% | -5.9% |
| 3Y | +24.4% | -36.6% | +61.0% | +27.5% |
| 5Y | +60.7% | -19.1% | +79.8% | +54.7% |
| All | +364.1% | +264.4% | +99.7% | +261.0% |
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