-14.7%
TRI vs MOH
+43.5%
-58.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.3% | +5.1% | +1.0% |
| 7D | +1.5% | +8.9% | -7.4% | +1.0% |
| 30D | +20.4% | +11.0% | +9.4% | +19.8% |
| 3M | +20.6% | +11.0% | +9.5% | +20.2% |
| 6M | +25.5% | +12.7% | +12.7% | +25.2% |
| YTD | -7.1% | +24.8% | -31.9% | -4.7% |
| 1Y | -14.7% | +44.7% | -59.3% | -15.0% |
| All | -14.7% | +43.5% | -58.1% | -15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling