+199.8%
MPC vs MOH
-41.8%
+241.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +11.2% | +0.2% | +11.0% | +11.2% |
| 30D | -14.5% | +0.1% | -14.6% | -14.5% |
| 3M | +16.7% | +1.8% | +14.8% | +16.6% |
| 6M | +67.6% | +9.1% | +58.4% | +67.2% |
| YTD | +157.9% | +20.7% | +137.2% | +156.8% |
| 1Y | +116.7% | +51.3% | +65.4% | +114.4% |
| 3Y | +199.8% | -42.0% | +241.7% | +189.4% |
| All | +199.8% | -41.8% | +241.6% | +189.4% |
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 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