+48.4%
RMD vs MOH
-36.3%
+84.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -0.7% |
| 7D | -4.4% | +1.7% | -6.1% | -4.5% |
| 30D | -3.1% | -0.9% | -2.3% | -3.1% |
| 3M | +13.8% | +5.7% | +8.1% | +13.4% |
| 6M | -8.6% | +39.1% | -47.7% | -9.8% |
| YTD | -8.6% | +17.7% | -26.3% | -9.6% |
| 1Y | -19.7% | +8.4% | -28.1% | -20.4% |
| 3Y | +48.4% | -36.6% | +84.9% | +48.2% |
| All | +48.4% | -36.3% | +84.6% | +48.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling