+8.2%
NOW vs MOH
-39.4%
+47.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -4.1% | -4.2% | +0.1% | -4.0% |
| 30D | +2.9% | -2.4% | +5.2% | +2.9% |
| 3M | +22.6% | -4.4% | +27.0% | +23.0% |
| 6M | +7.5% | +32.9% | -25.4% | +7.5% |
| YTD | -14.4% | +11.9% | -26.3% | -13.9% |
| 1Y | -29.8% | +6.9% | -36.7% | -29.3% |
| All | +8.2% | -39.4% | +47.6% | +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 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