+49.3%
MOH vs HIG
+12.7%
+36.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.4% | +6.6% | +8.4% |
| 7D | +14.3% | +6.2% | +8.1% | +13.0% |
| 30D | +16.7% | +9.4% | +7.3% | +15.3% |
| 3M | +18.3% | -2.3% | +20.7% | +18.6% |
| 6M | +15.8% | +4.2% | +11.6% | +15.6% |
| YTD | +30.5% | +1.6% | +28.9% | +30.4% |
| 1Y | +49.3% | +9.9% | +39.4% | +47.3% |
| All | +49.3% | +12.7% | +36.5% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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