+49.3%
MOH vs BB
+88.0%
-38.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +7.0% | +2.0% | +8.6% |
| 7D | +14.3% | -6.8% | +21.1% | +14.6% |
| 30D | +16.7% | -3.5% | +20.2% | +16.5% |
| 3M | +18.3% | -1.2% | +19.6% | +17.9% |
| 6M | +15.8% | +57.0% | -41.2% | +17.5% |
| YTD | +30.5% | +131.1% | -100.7% | +36.6% |
| 1Y | +49.3% | +87.6% | -38.3% | +61.2% |
| All | +49.3% | +88.0% | -38.7% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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