+213.5%
PAAS vs MOH
+264.4%
-50.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.8% |
| 7D | -1.9% | +1.7% | -3.7% | -2.1% |
| 30D | -3.6% | -0.9% | -2.7% | -3.6% |
| 3M | +8.6% | +5.7% | +2.9% | +7.9% |
| 6M | -16.7% | +39.1% | -55.8% | -19.1% |
| YTD | -1.9% | +17.7% | -19.6% | -4.0% |
| 1Y | +38.0% | +8.4% | +29.6% | +35.6% |
| 3Y | +234.9% | -36.6% | +271.5% | +237.4% |
| 5Y | +119.5% | -19.1% | +138.6% | +114.7% |
| All | +213.5% | +264.4% | -50.9% | +156.7% |
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