+319.6%
MOH vs DOC
+20.6%
+299.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | +0.2% | -1.4% | +1.6% | +0.6% |
| 30D | +0.1% | +7.2% | -7.0% | -1.9% |
| 3M | +1.8% | -2.5% | +4.3% | +2.5% |
| 6M | +9.1% | +5.3% | +3.8% | +7.3% |
| YTD | +20.7% | +31.2% | -10.4% | +10.2% |
| 1Y | +51.3% | +21.9% | +29.4% | +41.2% |
| 3Y | -42.0% | +53.9% | -95.9% | -50.8% |
| 5Y | -33.1% | -21.7% | -11.4% | -29.5% |
| All | +319.6% | +20.6% | +299.0% | +274.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling