+4,247.7%
TT vs MOH
+1,302.1%
+2,945.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | 0.0% |
| 7D | +1.6% | -3.3% | +4.9% | +2.3% |
| 30D | -7.3% | -0.1% | -7.2% | -7.4% |
| 3M | -2.6% | -1.1% | -1.5% | -2.9% |
| 6M | +5.9% | +35.9% | -30.0% | -1.6% |
| YTD | +15.4% | +13.1% | +2.3% | +9.5% |
| 1Y | +8.2% | +11.8% | -3.6% | +1.9% |
| 3Y | +122.7% | -38.7% | +161.4% | +127.4% |
| 5Y | +145.0% | -25.1% | +170.1% | +135.7% |
| 10Y | +893.7% | +243.8% | +649.9% | +522.4% |
| All | +4,247.7% | +1,302.1% | +2,945.5% | +1,603.5% |
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