+479.2%
SIMO vs MOH
-36.3%
+515.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +2.0% | +5.3% | +7.3% |
| 7D | +11.0% | +1.7% | +9.3% | +11.1% |
| 30D | +17.9% | -0.9% | +18.8% | +17.9% |
| 3M | +3.9% | +5.7% | -1.8% | +3.9% |
| 6M | +131.0% | +39.1% | +91.9% | +132.7% |
| YTD | +209.3% | +17.7% | +191.6% | +210.4% |
| 1Y | +223.8% | +8.4% | +215.4% | +224.1% |
| 3Y | +479.2% | -36.6% | +515.8% | +463.8% |
| All | +479.2% | -36.3% | +515.5% | +463.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling