+49.3%
MOH vs DOC
+21.8%
+27.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +3.1% | +5.8% | +8.4% |
| 7D | +14.3% | +8.7% | +5.6% | +12.8% |
| 30D | +16.7% | +7.6% | +9.0% | +15.3% |
| 3M | +18.3% | -5.3% | +23.6% | +18.8% |
| 6M | +15.8% | +27.6% | -11.8% | +14.8% |
| YTD | +30.5% | +32.4% | -1.9% | +24.3% |
| 1Y | +49.3% | +22.9% | +26.4% | +49.3% |
| All | +49.3% | +21.8% | +27.4% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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