+789.1%
NOW vs MOH
+264.4%
+524.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -0.9% | +0.7% |
| 7D | -6.2% | +1.7% | -7.9% | -6.5% |
| 30D | +6.1% | -0.9% | +7.0% | +6.2% |
| 3M | +28.6% | +5.7% | +22.9% | +27.1% |
| 6M | +14.6% | +39.1% | -24.5% | +6.1% |
| YTD | -13.5% | +17.7% | -31.2% | -18.2% |
| 1Y | -29.4% | +8.4% | -37.8% | -32.6% |
| 3Y | +9.4% | -36.6% | +45.9% | +12.4% |
| 5Y | +2.3% | -19.1% | +21.3% | -2.8% |
| All | +789.1% | +264.4% | +524.7% | +481.9% |
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