+219.9%
SLV vs MOH
+264.4%
-44.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +1.0% |
| 7D | -2.8% | +1.7% | -4.6% | -2.9% |
| 30D | -1.6% | -0.9% | -0.7% | -1.6% |
| 3M | -4.4% | +5.7% | -10.1% | -4.7% |
| 6M | -25.4% | +39.1% | -64.5% | -26.3% |
| YTD | -9.8% | +17.7% | -27.5% | -10.5% |
| 1Y | +53.8% | +8.4% | +45.4% | +52.8% |
| 3Y | +174.7% | -36.6% | +211.2% | +176.0% |
| 5Y | +164.3% | -19.1% | +183.4% | +160.6% |
| All | +219.9% | +264.4% | -44.5% | +198.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling