+119.6%
MPC vs MOH
+11.3%
+108.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.2% | -4.9% | -1.7% |
| 7D | +1.2% | -1.3% | +2.5% | +1.2% |
| 30D | +17.0% | +3.0% | +14.0% | +17.0% |
| 3M | +49.5% | +1.2% | +48.3% | +49.7% |
| 6M | +83.5% | +41.7% | +41.8% | +86.7% |
| YTD | +144.1% | +15.4% | +128.7% | +145.8% |
| 1Y | +119.6% | +11.8% | +107.8% | +116.6% |
| All | +119.6% | +11.3% | +108.3% | +116.6% |
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