+812.5%
PAAS vs MOH
+1,302.1%
-489.6%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.6% | -0.4% |
| 7D | +2.0% | -3.3% | +5.3% | +2.3% |
| 30D | -0.1% | -0.1% | 0.0% | -0.2% |
| 3M | +8.2% | -1.1% | +9.3% | +8.1% |
| 6M | -13.8% | +35.9% | -49.7% | -16.9% |
| YTD | -0.6% | +13.1% | -13.8% | -3.0% |
| 1Y | +44.0% | +11.8% | +32.2% | +40.1% |
| 3Y | +246.6% | -38.7% | +285.3% | +250.7% |
| 5Y | +116.1% | -25.1% | +141.2% | +112.9% |
| 10Y | +202.7% | +243.8% | -41.1% | +141.6% |
| All | +812.5% | +1,302.1% | -489.6% | +550.0% |
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