-72.2%
OPEN vs MOH
+15.5%
-87.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -2.9% | -4.2% | +1.3% | -2.1% |
| 30D | -13.8% | -2.4% | -11.4% | -13.5% |
| 3M | -30.9% | -4.4% | -26.5% | -30.4% |
| 6M | -40.9% | +32.9% | -73.9% | -44.7% |
| YTD | -48.5% | +11.9% | -60.4% | -50.7% |
| 1Y | -50.9% | +6.9% | -57.8% | -52.7% |
| 3Y | -20.6% | -39.4% | +18.8% | -16.2% |
| 5Y | -84.2% | -25.0% | -59.2% | -84.0% |
| All | -72.2% | +15.5% | -87.8% | -73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling