+1,312.9%
TPR vs MOH
+1,330.6%
-17.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.2% |
| 7D | -5.1% | -1.3% | -3.8% | -4.8% |
| 30D | -27.6% | +3.0% | -30.5% | -28.1% |
| 3M | -17.5% | +1.2% | -18.7% | -18.2% |
| 6M | -21.3% | +41.7% | -63.1% | -28.3% |
| YTD | -8.5% | +15.4% | -23.9% | -14.3% |
| 1Y | +11.5% | +11.8% | -0.3% | +4.2% |
| 3Y | +288.0% | -37.5% | +325.5% | +294.2% |
| 5Y | +225.2% | -20.6% | +245.8% | +204.2% |
| 10Y | +314.4% | +255.8% | +58.6% | +151.9% |
| All | +1,312.9% | +1,330.6% | -17.7% | +395.7% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling