+463.7%
THC vs MOH
+1,302.1%
-838.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | 0.0% | -1.5% |
| 7D | -2.6% | -3.3% | +0.8% | -1.5% |
| 30D | -1.2% | -0.1% | -1.1% | -1.2% |
| 3M | +58.9% | -1.1% | +60.0% | +58.0% |
| 6M | +9.3% | +35.9% | -26.5% | -3.3% |
| YTD | +30.4% | +13.1% | +17.2% | +19.1% |
| 1Y | +34.6% | +11.8% | +22.8% | +22.0% |
| 3Y | +246.7% | -38.7% | +285.4% | +262.5% |
| 5Y | +244.5% | -25.1% | +269.6% | +231.2% |
| 10Y | +950.1% | +243.8% | +706.3% | +505.3% |
| All | +463.7% | +1,302.1% | -838.5% | +100.2% |
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