+262.3%
THC vs MOH
-23.8%
+286.1%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -2.7% |
| 7D | 0.0% | -1.3% | +1.3% | +0.2% |
| 30D | +1.5% | +3.0% | -1.4% | +0.9% |
| 3M | +59.9% | +1.2% | +58.7% | +58.5% |
| 6M | +11.0% | +41.7% | -30.8% | +2.1% |
| YTD | +32.6% | +15.4% | +17.2% | +25.4% |
| 1Y | +37.4% | +11.8% | +25.6% | +29.5% |
| 3Y | +252.5% | -37.5% | +290.1% | +268.2% |
| 5Y | +262.3% | -20.6% | +283.0% | +216.4% |
| All | +262.3% | -23.8% | +286.1% | +216.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling