+173.9%
MPC vs MOH
-38.7%
+212.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.2% | +4.5% | +2.3% |
| 7D | +3.9% | -3.3% | +7.2% | +4.0% |
| 30D | +33.8% | -0.1% | +33.8% | +33.7% |
| 3M | +49.9% | -1.1% | +50.9% | +49.9% |
| 6M | +80.9% | +35.9% | +45.1% | +80.1% |
| YTD | +147.4% | +13.1% | +134.3% | +146.5% |
| 1Y | +123.2% | +11.8% | +111.4% | +121.8% |
| All | +173.9% | -38.7% | +212.7% | +158.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling