+49.3%
MOH vs CAPR
+47.4%
+1.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +8.3% | +0.7% | +8.9% |
| 7D | +14.3% | +43.2% | -28.9% | +14.1% |
| 30D | +16.7% | +14.7% | +2.0% | +16.6% |
| 3M | +18.3% | +113.9% | -95.6% | +17.9% |
| 6M | +15.8% | -73.4% | +89.2% | +15.8% |
| YTD | +30.5% | -69.1% | +99.6% | +30.3% |
| 1Y | +49.3% | +47.2% | +2.1% | +45.8% |
| All | +49.3% | +47.4% | +1.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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