+746.4%
TEAM vs MOH
+232.2%
+514.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.0% |
| 7D | -4.7% | -4.2% | -0.5% | -3.7% |
| 30D | +17.0% | -2.4% | +19.4% | +17.5% |
| 3M | +85.9% | -4.4% | +90.3% | +87.6% |
| 6M | +116.7% | +32.9% | +83.7% | +101.3% |
| YTD | +9.6% | +11.9% | -2.2% | +4.2% |
| 1Y | -2.5% | +6.9% | -9.5% | -7.2% |
| 3Y | -14.0% | -39.4% | +25.5% | -10.8% |
| 5Y | -53.1% | -25.0% | -28.1% | -54.0% |
| 10Y | +502.9% | +244.9% | +258.0% | +281.7% |
| All | +746.4% | +232.2% | +514.1% | +394.5% |
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