-23.1%
MOB vs SPY
+19.4%
-42.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.8% | -0.9% |
| 7D | -7.1% | +0.5% | -7.7% | -8.8% |
| 30D | -16.4% | -0.9% | -15.5% | -14.4% |
| 3M | -19.4% | +3.9% | -23.3% | -27.1% |
| 6M | -13.3% | +14.5% | -27.9% | -37.7% |
| YTD | -19.0% | +12.9% | -31.9% | -39.6% |
| 1Y | -23.1% | +19.4% | -42.4% | -34.8% |
| All | -23.1% | +19.4% | -42.5% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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