+44.7%
MOH vs MKTX
+5.2%
+39.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +8.9% | +0.4% | +8.5% | +8.9% |
| 30D | +11.0% | +0.9% | +10.1% | +11.0% |
| 3M | +11.0% | +2.4% | +8.6% | +10.9% |
| 6M | +12.7% | +10.6% | +2.2% | +17.8% |
| YTD | +24.8% | -7.3% | +32.1% | +37.5% |
| 1Y | +44.7% | +4.8% | +39.9% | +55.8% |
| All | +44.7% | +5.2% | +39.4% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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