-16.0%
TEAM vs MOH
-36.3%
+20.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | 0.0% |
| 7D | -5.2% | +1.7% | -6.9% | -5.3% |
| 30D | +15.8% | -0.9% | +16.6% | +15.8% |
| 3M | +101.5% | +5.7% | +95.7% | +101.5% |
| 6M | +138.2% | +39.1% | +99.0% | +135.9% |
| YTD | +10.8% | +17.7% | -6.9% | +10.8% |
| 1Y | +1.7% | +8.4% | -6.7% | +2.1% |
| 3Y | -16.0% | -36.6% | +20.5% | -16.7% |
| All | -16.0% | -36.3% | +20.2% | -16.7% |
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