+117.2%
MPC vs MOH
+53.5%
+63.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +8.9% | -17.0% | -8.0% |
| 7D | -10.9% | +14.3% | -25.2% | -11.0% |
| 30D | -9.4% | +16.7% | -26.1% | -9.4% |
| 3M | +26.0% | +18.3% | +7.6% | +25.8% |
| 6M | +56.5% | +15.8% | +40.7% | +56.4% |
| YTD | +144.3% | +30.5% | +113.8% | +142.2% |
| 1Y | +117.2% | +49.3% | +68.0% | +113.4% |
| All | +117.2% | +53.5% | +63.7% | +113.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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