+2,405.2%
LITE vs MOH
+257.3%
+2,147.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.2% | -8.6% | -5.7% |
| 7D | +10.4% | -1.3% | +11.7% | +10.5% |
| 30D | +14.0% | +3.0% | +11.1% | +13.6% |
| 3M | +9.7% | +1.2% | +8.5% | +9.2% |
| 6M | +39.2% | +41.7% | -2.5% | +33.5% |
| YTD | +153.9% | +15.4% | +138.5% | +145.5% |
| 1Y | +467.5% | +11.8% | +455.7% | +446.6% |
| 3Y | +1,784.2% | -37.5% | +1,821.7% | +1,773.0% |
| 5Y | +990.3% | -20.6% | +1,011.0% | +899.4% |
| All | +2,405.2% | +257.3% | +2,147.9% | +1,622.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling