+1,081.9%
MOH vs PSLV
+109.5%
+972.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +2.0% |
| 7D | +1.7% | -3.5% | +5.2% | +1.9% |
| 30D | -0.9% | -2.1% | +1.3% | -0.8% |
| 3M | +5.7% | -1.6% | +7.4% | +5.6% |
| 6M | +39.1% | -25.5% | +64.6% | +41.2% |
| YTD | +17.7% | -11.4% | +29.1% | +17.3% |
| 1Y | +8.4% | +48.6% | -40.2% | +3.5% |
| 3Y | -36.6% | +166.9% | -203.4% | -43.1% |
| 5Y | -19.1% | +152.4% | -171.5% | -27.5% |
| 10Y | +262.8% | +187.8% | +75.0% | +215.9% |
| All | +1,081.9% | +109.5% | +972.4% | +878.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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