+2,771.1%
NOW vs MOH
+751.2%
+2,019.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -1.9% | -2.8% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +20.5% | +2.9% | +17.6% | +19.6% |
| 3M | +18.3% | +4.1% | +14.2% | +17.1% |
| 6M | +24.1% | +33.8% | -9.8% | +15.0% |
| YTD | -7.8% | +15.7% | -23.5% | -13.0% |
| 1Y | -21.4% | +17.5% | -38.9% | -26.9% |
| 3Y | +19.5% | -35.3% | +54.9% | +21.6% |
| 5Y | +4.1% | -26.9% | +31.0% | +1.4% |
| 10Y | +826.4% | +262.9% | +563.5% | +464.6% |
| All | +2,771.1% | +751.2% | +2,019.9% | +1,396.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling