+2,305.7%
LIN vs MOH
+1,334.3%
+971.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | +0.1% | -0.8% |
| 7D | -2.1% | +0.4% | -2.5% | -2.2% |
| 30D | -2.4% | +2.9% | -5.3% | -3.0% |
| 3M | -5.6% | +4.1% | -9.7% | -6.6% |
| 6M | -3.4% | +33.8% | -37.2% | -8.8% |
| YTD | +13.1% | +15.7% | -2.6% | +8.3% |
| 1Y | +2.5% | +17.5% | -15.1% | -2.8% |
| 3Y | +27.6% | -35.3% | +62.9% | +29.8% |
| 5Y | +63.0% | -26.9% | +90.0% | +60.7% |
| 10Y | +359.3% | +262.9% | +96.4% | +226.9% |
| All | +2,305.7% | +1,334.3% | +971.4% | +1,101.4% |
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