+303.8%
TD vs MOH
+264.4%
+39.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.5% |
| 7D | -0.5% | +1.7% | -2.3% | -0.7% |
| 30D | -1.9% | -0.9% | -1.0% | -1.8% |
| 3M | +4.8% | +5.7% | -1.0% | +3.8% |
| 6M | +28.0% | +39.1% | -11.1% | +22.1% |
| YTD | +30.3% | +17.7% | +12.6% | +25.8% |
| 1Y | +59.8% | +8.4% | +51.4% | +55.3% |
| 3Y | +124.7% | -36.6% | +161.3% | +128.6% |
| 5Y | +127.0% | -19.1% | +146.0% | +118.7% |
| All | +303.8% | +264.4% | +39.5% | +214.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling