+1,870.5%
LITE vs MOH
-37.8%
+1,908.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.2% | +13.3% | +10.7% |
| 7D | +12.6% | -3.3% | +15.9% | +12.1% |
| 30D | +9.9% | -0.1% | +10.0% | +9.9% |
| 3M | +9.3% | -1.1% | +10.3% | +9.5% |
| 6M | +75.2% | +35.9% | +39.4% | +84.8% |
| YTD | +165.5% | +13.1% | +152.4% | +173.5% |
| 1Y | +555.0% | +11.8% | +543.2% | +572.6% |
| 3Y | +1,870.5% | -38.7% | +1,909.2% | +1,721.1% |
| All | +1,870.5% | -37.8% | +1,908.3% | +1,721.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling