+1,110.4%
MOH vs BTG
+373.5%
+736.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | +1.7% | -3.8% | +5.5% | +1.8% |
| 30D | -0.9% | +3.6% | -4.5% | -1.0% |
| 3M | +5.7% | +32.0% | -26.3% | +4.6% |
| 6M | +39.1% | +3.4% | +35.8% | +38.5% |
| YTD | +17.7% | +20.8% | -3.1% | +16.3% |
| 1Y | +8.4% | +22.4% | -14.0% | +6.9% |
| 3Y | -36.6% | +91.7% | -128.3% | -38.8% |
| 5Y | -19.1% | +79.0% | -98.1% | -22.0% |
| 10Y | +262.8% | +152.6% | +110.3% | +243.1% |
| All | +1,110.4% | +373.5% | +736.8% | +944.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling