+49.3%
MOH vs LTH
+84.0%
-34.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +6.3% | +2.6% | +8.6% |
| 7D | +14.3% | +9.9% | +4.4% | +13.9% |
| 30D | +16.7% | +18.3% | -1.6% | +16.2% |
| 3M | +18.3% | +5.9% | +12.4% | +17.9% |
| 6M | +15.8% | +80.3% | -64.5% | +18.4% |
| YTD | +30.5% | +78.3% | -47.8% | +28.1% |
| 1Y | +49.3% | +81.0% | -31.8% | +44.4% |
| All | +49.3% | +84.0% | -34.8% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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