-10.5%
TEM vs MOH
+53.5%
-64.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +8.9% | -11.7% | -3.6% |
| 7D | -1.3% | +14.3% | -15.6% | -2.5% |
| 30D | -9.5% | +16.7% | -26.2% | -10.9% |
| 3M | +60.7% | +18.3% | +42.4% | +57.5% |
| 6M | +35.5% | +15.8% | +19.7% | +33.1% |
| YTD | +28.0% | +30.5% | -2.4% | +20.6% |
| 1Y | -10.5% | +49.3% | -59.8% | -23.0% |
| All | -10.5% | +53.5% | -64.0% | -23.0% |
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