+51.1%
NEM vs MOH
+53.5%
-2.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +8.9% | +1.0% | +9.9% |
| 7D | +3.7% | +14.3% | -10.6% | +3.8% |
| 30D | +2.0% | +16.7% | -14.7% | +2.2% |
| 3M | +21.1% | +18.3% | +2.8% | +21.3% |
| 6M | +9.5% | +15.8% | -6.3% | +9.9% |
| YTD | +19.1% | +30.5% | -11.4% | +19.8% |
| 1Y | +51.1% | +49.3% | +1.8% | +52.1% |
| All | +51.1% | +53.5% | -2.4% | +52.1% |
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