+104.7%
TNA vs MOH
-36.3%
+140.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.9% |
| 7D | -7.3% | +1.7% | -9.0% | -7.4% |
| 30D | -14.2% | -0.9% | -13.3% | -14.1% |
| 3M | -4.6% | +5.7% | -10.3% | -5.2% |
| 6M | +36.9% | +39.1% | -2.2% | +32.2% |
| YTD | +42.5% | +17.7% | +24.9% | +38.6% |
| 1Y | +45.8% | +8.4% | +37.4% | +42.0% |
| 3Y | +104.7% | -36.6% | +141.2% | +100.1% |
| All | +104.7% | -36.3% | +140.9% | +100.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling