+1,443.7%
LNT vs MOH
+1,330.6%
+113.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.1% | -1.3% |
| 7D | -1.1% | -1.3% | +0.2% | -1.0% |
| 30D | -1.9% | +3.0% | -4.9% | -2.3% |
| 3M | -7.2% | +1.2% | -8.4% | -7.5% |
| 6M | -3.9% | +41.7% | -45.6% | -8.4% |
| YTD | +5.9% | +15.4% | -9.5% | +2.7% |
| 1Y | +8.4% | +11.8% | -3.4% | +5.0% |
| 3Y | +46.6% | -37.5% | +84.1% | +49.1% |
| 5Y | +32.4% | -20.6% | +53.1% | +29.8% |
| 10Y | +147.9% | +255.8% | -107.9% | +95.3% |
| All | +1,443.7% | +1,330.6% | +113.2% | +850.3% |
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