+8.3%
LNT vs MOH
+18.1%
-9.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | -3.2% | +2.9% | -6.1% | -3.3% |
| 3M | -4.1% | +4.1% | -8.2% | -4.3% |
| 6M | -4.6% | +33.8% | -38.4% | -6.1% |
| YTD | +7.0% | +15.7% | -8.7% | +5.3% |
| 1Y | +8.3% | +17.5% | -9.3% | +5.5% |
| All | +8.3% | +18.1% | -9.8% | +5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling