+1,356.0%
MOH vs GEN
+674.6%
+681.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -4.2% | -2.9% | -1.3% | -3.6% |
| 30D | -2.4% | +2.1% | -4.4% | -2.9% |
| 3M | -4.4% | +19.7% | -24.1% | -8.2% |
| 6M | +32.9% | +33.3% | -0.3% | +23.8% |
| YTD | +11.9% | +11.1% | +0.8% | +7.5% |
| 1Y | +6.9% | +3.0% | +3.9% | +4.5% |
| 3Y | -39.4% | +57.9% | -97.3% | -47.4% |
| 5Y | -25.0% | +20.6% | -45.6% | -31.9% |
| 10Y | +244.9% | +153.2% | +91.6% | +147.2% |
| All | +1,356.0% | +674.6% | +681.4% | +806.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 all: compounded portfolio wealth divided by compounded GEN 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…
all analysis · Full analysis span regression · 6 months rolling