+60.8%
LIN vs MOH
-26.8%
+87.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.7% |
| 7D | -3.5% | -3.3% | -0.1% | -3.1% |
| 30D | -4.1% | -0.1% | -4.0% | -4.1% |
| 3M | -6.4% | -1.1% | -5.3% | -6.5% |
| 6M | -2.4% | +35.9% | -38.3% | -6.5% |
| YTD | +10.9% | +13.1% | -2.2% | +7.9% |
| 1Y | 0.0% | +11.8% | -11.8% | -3.1% |
| 3Y | +25.8% | -38.7% | +64.6% | +28.8% |
| 5Y | +60.8% | -25.1% | +85.9% | +51.9% |
| All | +60.8% | -26.8% | +87.7% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling