+48.8%
MOH vs DOC
+20.8%
+28.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | -3.1% | 0.0% | -3.1% | -3.2% |
| 30D | +0.2% | +6.6% | -6.4% | -0.8% |
| 3M | +1.8% | -1.1% | +2.9% | +1.7% |
| 6M | +9.5% | +4.8% | +4.7% | +9.5% |
| YTD | +20.9% | +32.1% | -11.2% | +17.1% |
| 1Y | +48.8% | +21.9% | +26.9% | +50.6% |
| All | +48.8% | +20.8% | +28.0% | +50.6% |
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 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