+1,449.6%
NET vs MOH
+74.6%
+1,374.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -0.9% | -1.8% |
| 7D | -7.0% | +0.4% | -7.4% | -7.0% |
| 30D | -4.8% | +2.9% | -7.7% | -5.2% |
| 3M | +3.8% | +4.1% | -0.3% | +3.1% |
| 6M | +50.0% | +33.8% | +16.2% | +43.7% |
| YTD | +41.5% | +15.7% | +25.8% | +36.0% |
| 1Y | +32.8% | +17.5% | +15.3% | +26.0% |
| 3Y | +335.9% | -35.3% | +371.2% | +342.0% |
| 5Y | +113.8% | -26.9% | +140.7% | +112.6% |
| All | +1,449.6% | +74.6% | +1,374.9% | +1,075.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling