+9,231.7%
PWR vs MOH
+1,358.8%
+7,872.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.2% | +4.7% |
| 7D | +4.2% | +1.7% | +2.5% | +3.8% |
| 30D | -4.0% | -0.9% | -3.2% | -4.0% |
| 3M | -4.8% | +5.7% | -10.5% | -6.4% |
| 6M | +14.6% | +39.1% | -24.5% | +5.7% |
| YTD | +54.2% | +17.7% | +36.6% | +44.6% |
| 1Y | +67.1% | +8.4% | +58.7% | +58.0% |
| 3Y | +218.5% | -36.6% | +255.0% | +221.2% |
| 5Y | +466.3% | -19.1% | +485.4% | +432.5% |
| 10Y | +2,520.4% | +262.8% | +2,257.6% | +1,493.8% |
| All | +9,231.7% | +1,358.8% | +7,872.9% | +2,507.5% |
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