+52.0%
TDG vs MOH
-36.3%
+88.2%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +1.2% |
| 7D | -1.9% | +1.7% | -3.6% | -1.9% |
| 30D | -7.7% | -0.9% | -6.8% | -7.7% |
| 3M | -9.3% | +5.7% | -15.0% | -9.5% |
| 6M | -9.4% | +39.1% | -48.5% | -10.2% |
| YTD | -14.3% | +17.7% | -31.9% | -14.7% |
| 1Y | -11.8% | +8.4% | -20.2% | -12.3% |
| 3Y | +52.0% | -36.6% | +88.5% | +51.3% |
| All | +52.0% | -36.3% | +88.2% | +51.3% |
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