+973.2%
THC vs MOH
+264.4%
+708.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.7% |
| 7D | -0.5% | +1.7% | -2.2% | -1.2% |
| 30D | -1.2% | -0.9% | -0.3% | -1.0% |
| 3M | +52.3% | +5.7% | +46.6% | +47.1% |
| 6M | +12.4% | +39.1% | -26.7% | -4.8% |
| YTD | +32.7% | +17.7% | +15.0% | +16.2% |
| 1Y | +36.4% | +8.4% | +28.0% | +21.8% |
| 3Y | +259.3% | -36.6% | +295.9% | +272.8% |
| 5Y | +262.7% | -19.1% | +281.7% | +215.8% |
| All | +973.2% | +264.4% | +708.8% | +218.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling