+1,213.1%
TNA vs MOH
+1,247.8%
-34.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | -0.2% |
| 7D | -7.3% | +1.7% | -9.0% | -8.3% |
| 30D | -14.2% | -0.9% | -13.3% | -14.0% |
| 3M | -4.6% | +5.7% | -10.3% | -9.7% |
| 6M | +36.9% | +39.1% | -2.2% | +5.3% |
| YTD | +42.5% | +17.7% | +24.9% | +13.9% |
| 1Y | +45.8% | +8.4% | +37.4% | +19.6% |
| 3Y | +104.7% | -36.6% | +141.2% | +100.1% |
| 5Y | -21.7% | -19.1% | -2.6% | -36.0% |
| 10Y | +83.8% | +262.8% | -179.0% | -56.6% |
| All | +1,213.1% | +1,247.8% | -34.6% | -43.2% |
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