+261.9%
MOH vs BRKR
+155.3%
+106.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | +1.7% | -8.7% | +10.4% | +3.9% |
| 30D | -0.9% | -9.9% | +9.0% | +1.4% |
| 3M | +5.7% | -3.1% | +8.8% | +4.6% |
| 6M | +39.1% | +45.5% | -6.4% | +21.0% |
| YTD | +17.7% | +13.7% | +4.0% | +8.8% |
| 1Y | +8.4% | +67.4% | -59.1% | -12.1% |
| 3Y | -36.6% | -13.2% | -23.3% | -40.1% |
| 5Y | -19.1% | -39.5% | +20.4% | -15.3% |
| All | +261.9% | +155.3% | +106.6% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling