-38.7%
NOW vs MOH
+53.5%
-92.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.9% | -9.3% | -0.1% |
| 7D | -27.5% | +14.3% | -41.8% | -27.3% |
| 30D | -20.0% | +16.7% | -36.7% | -19.7% |
| 3M | -7.9% | +18.3% | -26.2% | -7.3% |
| 6M | +18.3% | +15.8% | +2.5% | +20.2% |
| YTD | -29.0% | +30.5% | -59.4% | -24.7% |
| 1Y | -38.7% | +49.3% | -88.0% | -36.0% |
| All | -38.7% | +53.5% | -92.2% | -36.0% |
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