-29.4%
NOW vs MOH
+4.9%
-34.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -0.9% | +1.1% |
| 7D | -6.2% | +1.7% | -7.9% | -6.1% |
| 30D | +6.1% | -0.9% | +7.0% | +6.1% |
| 3M | +28.6% | +5.7% | +22.9% | +30.1% |
| 6M | +14.6% | +39.1% | -24.5% | +19.1% |
| YTD | -13.5% | +17.7% | -31.2% | -9.6% |
| 1Y | -29.4% | +8.4% | -37.8% | -25.9% |
| All | -29.4% | +4.9% | -34.3% | -25.9% |
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