+12,926.4%
TDG vs MOH
+878.7%
+12,047.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +0.8% |
| 7D | -1.9% | +1.7% | -3.6% | -2.2% |
| 30D | -7.7% | -0.9% | -6.8% | -7.6% |
| 3M | -9.3% | +5.7% | -15.0% | -10.8% |
| 6M | -9.4% | +39.1% | -48.5% | -16.1% |
| YTD | -14.3% | +17.7% | -31.9% | -19.1% |
| 1Y | -11.8% | +8.4% | -20.2% | -16.2% |
| 3Y | +52.0% | -36.6% | +88.5% | +54.6% |
| 5Y | +128.8% | -19.1% | +147.9% | +118.1% |
| 10Y | +543.8% | +262.8% | +281.0% | +321.3% |
| All | +12,926.4% | +878.7% | +12,047.6% | +5,407.2% |
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 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