+25.0%
FLEX vs MOH
+53.5%
-28.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +8.9% | -21.3% | -11.5% |
| 7D | -17.0% | +14.3% | -31.3% | -16.0% |
| 30D | -33.8% | +16.7% | -50.5% | -33.0% |
| 3M | -39.0% | +18.3% | -57.4% | -38.4% |
| 6M | -15.9% | +15.8% | -31.7% | -14.9% |
| YTD | +27.8% | +30.5% | -2.6% | +24.3% |
| 1Y | +25.0% | +49.3% | -24.3% | +16.4% |
| All | +25.0% | +53.5% | -28.5% | +16.4% |
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