+696.3%
TEL vs MOH
+885.0%
-188.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +3.2% |
| 7D | +1.6% | +1.7% | -0.1% | +1.2% |
| 30D | -0.7% | -0.9% | +0.2% | -0.5% |
| 3M | +2.4% | +5.7% | -3.3% | +0.7% |
| 6M | +4.1% | +39.1% | -35.0% | -4.3% |
| YTD | -5.8% | +17.7% | -23.5% | -11.8% |
| 1Y | +0.9% | +8.4% | -7.5% | -4.7% |
| 3Y | +72.6% | -36.6% | +109.2% | +74.9% |
| 5Y | +57.5% | -19.1% | +76.6% | +47.6% |
| 10Y | +313.6% | +262.8% | +50.8% | +140.1% |
| All | +696.3% | +885.0% | -188.8% | +148.1% |
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