-71.4%
OPEN vs MOH
+53.5%
-124.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +8.9% | +4.9% | +13.0% |
| 7D | +3.7% | +14.3% | -10.6% | +2.7% |
| 30D | -14.3% | +16.7% | -31.0% | -15.0% |
| 3M | -51.9% | +18.3% | -70.3% | -52.3% |
| 6M | -61.4% | +15.8% | -77.2% | -61.5% |
| YTD | -66.0% | +30.5% | -96.5% | -65.9% |
| 1Y | -71.4% | +49.3% | -120.7% | -71.0% |
| All | -71.4% | +53.5% | -124.9% | -71.0% |
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