+147.7%
P vs MOH
-39.4%
+187.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.1% | -2.9% | -4.2% |
| 7D | +5.0% | -4.2% | +9.2% | +4.5% |
| 30D | -0.9% | -2.4% | +1.4% | -1.2% |
| 3M | +38.7% | -4.4% | +43.1% | +38.2% |
| 6M | +54.4% | +32.9% | +21.4% | +61.1% |
| YTD | +44.8% | +11.9% | +33.0% | +49.0% |
| 1Y | +22.5% | +6.9% | +15.6% | +26.1% |
| All | +147.7% | -39.4% | +187.2% | +128.4% |
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