+261.9%
MOH vs MKTX
+5.0%
+256.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | -0.9% | +0.7% | -1.6% | -1.0% |
| 3M | +5.7% | +40.8% | -35.1% | -2.1% |
| 6M | +39.1% | -8.0% | +47.1% | +40.7% |
| YTD | +17.7% | -8.7% | +26.4% | +19.1% |
| 1Y | +8.4% | -11.8% | +20.2% | +10.4% |
| 3Y | -36.6% | -24.0% | -12.5% | -35.0% |
| 5Y | -19.1% | -60.3% | +41.2% | -5.6% |
| All | +261.9% | +5.0% | +256.9% | +291.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling