+11.4%
NEE vs MOH
+53.5%
-42.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.9% | -4.0% | +4.4% |
| 7D | +9.2% | +14.3% | -5.1% | +8.4% |
| 30D | +16.0% | +16.7% | -0.7% | +15.0% |
| 3M | +2.2% | +18.3% | -16.1% | +1.3% |
| 6M | -6.0% | +15.8% | -21.8% | -6.8% |
| YTD | +12.6% | +30.5% | -17.9% | +8.7% |
| 1Y | +11.4% | +49.3% | -37.9% | +7.4% |
| All | +11.4% | +53.5% | -42.1% | +7.4% |
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