-1.4%
RMD vs MOH
+53.5%
-54.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +8.9% | -3.0% | +5.4% |
| 7D | -3.9% | +14.3% | -18.2% | -4.5% |
| 30D | +7.9% | +16.7% | -8.8% | +7.2% |
| 3M | +8.1% | +18.3% | -10.2% | +7.3% |
| 6M | +15.5% | +15.8% | -0.3% | +14.3% |
| YTD | +0.7% | +30.5% | -29.8% | -2.1% |
| 1Y | -1.4% | +49.3% | -50.6% | -6.9% |
| All | -1.4% | +53.5% | -54.9% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling