+416.8%
SYY vs MOH
+1,358.8%
-942.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.8% |
| 7D | +3.9% | +1.7% | +2.2% | +3.7% |
| 30D | -1.7% | -0.9% | -0.9% | -1.7% |
| 3M | +5.2% | +5.7% | -0.5% | +4.2% |
| 6M | -0.2% | +39.1% | -39.3% | -4.9% |
| YTD | +15.4% | +17.7% | -2.3% | +11.1% |
| 1Y | +5.6% | +8.4% | -2.8% | +2.3% |
| 3Y | +28.9% | -36.6% | +65.4% | +31.1% |
| 5Y | +24.1% | -19.1% | +43.1% | +21.3% |
| 10Y | +116.2% | +262.8% | -146.6% | +72.6% |
| All | +416.8% | +1,358.8% | -942.0% | +237.4% |
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