+37.6%
TECH vs MOH
+18.1%
+19.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | 0.0% |
| 7D | +0.1% | +0.4% | -0.3% | +0.1% |
| 30D | +0.7% | +2.9% | -2.2% | +0.7% |
| 3M | +36.3% | +4.1% | +32.2% | +36.7% |
| 6M | +25.6% | +33.8% | -8.3% | +27.3% |
| YTD | +23.7% | +15.7% | +8.0% | +25.3% |
| 1Y | +37.6% | +17.5% | +20.1% | +31.2% |
| All | +37.6% | +18.1% | +19.5% | +31.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling