+1,283.1%
MOH vs HBM
+593.2%
+689.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -7.5% | +10.7% | +3.9% |
| 7D | -1.3% | -3.7% | +2.4% | -1.0% |
| 30D | +3.0% | -3.7% | +6.6% | +3.1% |
| 3M | +1.2% | +8.0% | -6.8% | -0.2% |
| 6M | +41.7% | +15.8% | +25.9% | +37.6% |
| YTD | +15.4% | +34.4% | -19.0% | +9.5% |
| 1Y | +11.8% | +98.2% | -86.4% | +1.3% |
| 3Y | -37.5% | +476.6% | -514.1% | -51.7% |
| 5Y | -20.6% | +331.1% | -351.7% | -38.8% |
| 10Y | +255.8% | +591.6% | -335.8% | +126.2% |
| All | +1,283.1% | +593.2% | +689.9% | +764.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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