+215.2%
PODD vs MOH
+264.4%
-49.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.0% | -4.0% | -2.4% |
| 7D | -10.5% | +1.7% | -12.2% | -10.9% |
| 30D | -9.0% | -0.9% | -8.1% | -8.9% |
| 3M | -11.5% | +5.7% | -17.3% | -12.9% |
| 6M | -44.7% | +39.1% | -83.9% | -49.2% |
| YTD | -53.6% | +17.7% | -71.3% | -56.4% |
| 1Y | -61.0% | +8.4% | -69.3% | -62.9% |
| 3Y | -24.7% | -36.6% | +11.9% | -23.1% |
| 5Y | -55.5% | -19.1% | -36.4% | -58.3% |
| All | +215.2% | +264.4% | -49.1% | +89.3% |
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 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