+49.3%
MOH vs BTG
+24.4%
+24.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +8.7% | +0.2% | +9.0% |
| 7D | +14.3% | -0.2% | +14.5% | +14.1% |
| 30D | +16.7% | -0.8% | +17.5% | +16.5% |
| 3M | +18.3% | +31.8% | -13.5% | +19.0% |
| 6M | +15.8% | +20.4% | -4.6% | +16.0% |
| YTD | +30.5% | +14.7% | +15.7% | +30.7% |
| 1Y | +49.3% | +29.4% | +19.9% | +46.0% |
| All | +49.3% | +24.4% | +24.9% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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