+100.6%
FLEX vs MOH
+4.9%
+95.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.0% | +5.2% | +7.3% |
| 7D | +5.7% | +1.7% | +4.0% | +5.8% |
| 30D | -7.0% | -0.9% | -6.1% | -7.0% |
| 3M | -23.8% | +5.7% | -29.5% | -23.7% |
| 6M | +82.6% | +39.1% | +43.5% | +83.9% |
| YTD | +91.6% | +17.7% | +73.9% | +90.3% |
| 1Y | +100.6% | +8.4% | +92.2% | +94.7% |
| All | +100.6% | +4.9% | +95.6% | +94.7% |
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 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