+982.5%
TECH vs MOH
+1,302.1%
-319.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.2% |
| 7D | +0.2% | -3.3% | +3.5% | +0.7% |
| 30D | +0.1% | -0.1% | +0.2% | +0.1% |
| 3M | +37.5% | -1.1% | +38.6% | +37.5% |
| 6M | +34.6% | +35.9% | -1.3% | +27.0% |
| YTD | +23.5% | +13.1% | +10.4% | +18.6% |
| 1Y | +34.4% | +11.8% | +22.6% | +28.4% |
| 3Y | +2.3% | -38.7% | +41.0% | +5.0% |
| 5Y | -41.7% | -25.1% | -16.6% | -42.4% |
| 10Y | +177.6% | +243.8% | -66.2% | +111.9% |
| All | +982.5% | +1,302.1% | -319.7% | +501.2% |
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