+1,982.2%
TD vs MOH
+1,330.6%
+651.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.3% | +0.4% |
| 7D | -2.6% | -1.3% | -1.3% | -2.4% |
| 30D | -1.0% | +3.0% | -4.0% | -1.5% |
| 3M | +5.6% | +1.2% | +4.4% | +5.2% |
| 6M | +27.1% | +41.7% | -14.6% | +20.2% |
| YTD | +29.4% | +15.4% | +14.0% | +24.7% |
| 1Y | +60.7% | +11.8% | +48.9% | +54.7% |
| 3Y | +127.6% | -37.5% | +165.1% | +131.5% |
| 5Y | +125.4% | -20.6% | +146.0% | +118.8% |
| 10Y | +300.4% | +255.8% | +44.6% | +196.3% |
| All | +1,982.2% | +1,330.6% | +651.7% | +1,060.1% |
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