+269.4%
TRGP vs MOH
-36.3%
+305.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.6% |
| 7D | +0.1% | +1.7% | -1.6% | 0.0% |
| 30D | +8.0% | -0.9% | +8.9% | +8.0% |
| 3M | +8.3% | +5.7% | +2.5% | +8.2% |
| 6M | +23.9% | +39.1% | -15.2% | +23.7% |
| YTD | +59.6% | +17.7% | +42.0% | +59.3% |
| 1Y | +79.4% | +8.4% | +71.1% | +79.0% |
| 3Y | +269.4% | -36.6% | +306.0% | +262.2% |
| All | +269.4% | -36.3% | +305.7% | +262.2% |
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 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