-30.2%
NVD vs MOH
+53.5%
-83.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +8.9% | -2.5% | +4.1% |
| 7D | +15.0% | +14.3% | +0.7% | +11.1% |
| 30D | +39.3% | +16.7% | +22.6% | +33.9% |
| 3M | +3.1% | +18.3% | -15.2% | -1.3% |
| 6M | -19.0% | +15.8% | -34.8% | -22.3% |
| YTD | -35.5% | +30.5% | -66.0% | -41.6% |
| 1Y | -30.2% | +49.3% | -79.5% | -41.2% |
| All | -30.2% | +53.5% | -83.7% | -41.2% |
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