+3.4%
SLB vs MOH
-41.8%
+45.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +3.5% | +0.2% | +3.3% | +3.5% |
| 30D | +6.5% | +0.1% | +6.4% | +6.5% |
| 3M | -0.2% | +1.8% | -2.1% | -0.2% |
| 6M | -5.7% | +9.1% | -14.8% | -5.8% |
| YTD | +36.8% | +20.7% | +16.1% | +36.6% |
| 1Y | +45.8% | +51.3% | -5.5% | +45.1% |
| 3Y | +3.4% | -42.0% | +45.3% | +0.9% |
| All | +3.4% | -41.8% | +45.2% | +0.9% |
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 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