-1.0%
LIN vs MOH
+11.3%
-12.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.2% | -1.4% |
| 7D | -4.3% | -1.3% | -3.0% | -4.2% |
| 30D | -5.6% | +3.0% | -8.5% | -5.8% |
| 3M | -9.0% | +1.2% | -10.2% | -9.3% |
| 6M | -2.5% | +41.7% | -44.2% | -6.1% |
| YTD | +9.3% | +15.4% | -6.1% | +6.6% |
| 1Y | -1.0% | +11.8% | -12.8% | -4.0% |
| All | -1.0% | +11.3% | -12.3% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling