+172.9%
RTX vs MOH
-36.3%
+209.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -1.5% | +1.7% | -3.3% | -1.6% |
| 30D | -11.0% | -0.9% | -10.1% | -11.0% |
| 3M | +7.7% | +5.7% | +2.0% | +7.3% |
| 6M | -3.9% | +39.1% | -43.0% | -5.3% |
| YTD | +9.0% | +17.7% | -8.7% | +7.6% |
| 1Y | +27.3% | +8.4% | +18.9% | +25.9% |
| 3Y | +172.9% | -36.6% | +209.5% | +166.6% |
| All | +172.9% | -36.3% | +209.2% | +166.6% |
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