-9.6%
PATH vs MOH
+42.3%
-52.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.6% | -1.2% |
| 7D | -2.3% | -0.7% | -1.6% | -2.2% |
| 30D | -4.8% | +4.8% | -9.6% | -4.6% |
| 3M | -17.7% | +3.8% | -21.5% | -17.4% |
| 6M | +18.9% | +11.0% | +7.9% | +20.9% |
| YTD | -21.7% | +18.9% | -40.6% | -19.0% |
| 1Y | -9.6% | +46.5% | -56.1% | -19.6% |
| All | -9.6% | +42.3% | -52.0% | -19.6% |
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