+44.3%
MOH vs DOC
+23.5%
+20.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.0% |
| 7D | -2.4% | +5.9% | -8.3% | -3.3% |
| 30D | +3.3% | +10.3% | -7.0% | +1.7% |
| 3M | +3.5% | -2.2% | +5.7% | +3.3% |
| 6M | +9.4% | +8.2% | +1.2% | +8.8% |
| YTD | +17.2% | +35.4% | -18.2% | +12.4% |
| All | +44.3% | +23.5% | +20.8% | +45.0% |
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