+124.7%
TD vs MOH
-36.3%
+161.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -0.5% | +1.7% | -2.3% | -0.6% |
| 30D | -1.9% | -0.9% | -1.0% | -1.9% |
| 3M | +4.8% | +5.7% | -1.0% | +4.6% |
| 6M | +28.0% | +39.1% | -11.1% | +27.0% |
| YTD | +30.3% | +17.7% | +12.6% | +29.5% |
| 1Y | +59.8% | +8.4% | +51.4% | +59.0% |
| 3Y | +124.7% | -36.6% | +161.3% | +120.2% |
| All | +124.7% | -36.3% | +161.0% | +120.2% |
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