+2,532.0%
LIN vs MOH
+1,398.9%
+1,133.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +0.2% | -3.1% | +3.4% | +0.8% |
| 30D | +6.2% | +0.2% | +6.0% | +6.0% |
| 3M | +9.3% | +1.8% | +7.5% | +8.7% |
| 6M | +4.4% | +9.5% | -5.2% | +2.0% |
| YTD | +23.7% | +20.9% | +2.8% | +17.4% |
| 1Y | +23.5% | +48.8% | -25.3% | +12.8% |
| 3Y | +35.8% | -41.4% | +77.2% | +40.6% |
| 5Y | +65.9% | -33.0% | +98.9% | +66.0% |
| 10Y | +423.1% | +341.5% | +81.6% | +260.9% |
| All | +2,532.0% | +1,398.9% | +1,133.1% | +1,201.5% |
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