+18.7%
PATH vs MOH
+11.9%
+6.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.2% | -5.5% | -7.8% |
| 7D | -22.8% | -3.3% | -19.4% | -22.9% |
| 30D | -6.9% | -0.1% | -6.8% | -6.9% |
| 3M | +25.4% | -1.1% | +26.5% | +26.1% |
| 6M | +18.1% | +35.9% | -17.7% | +21.9% |
| YTD | -14.5% | +13.1% | -27.6% | -12.3% |
| 1Y | +18.7% | +11.8% | +6.9% | +16.8% |
| All | +18.7% | +11.9% | +6.9% | +16.8% |
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