+161.5%
SLV vs MOH
-21.2%
+182.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.2% | -8.5% | -5.3% |
| 7D | -5.0% | -1.3% | -3.7% | -5.0% |
| 30D | -1.8% | +3.0% | -4.7% | -1.8% |
| 3M | -0.3% | +1.2% | -1.5% | -0.2% |
| 6M | -28.2% | +41.7% | -69.9% | -28.3% |
| YTD | -10.7% | +15.4% | -26.2% | -10.7% |
| 1Y | +53.7% | +11.8% | +41.9% | +53.8% |
| 3Y | +173.7% | -37.5% | +211.2% | +172.3% |
| All | +161.5% | -21.2% | +182.7% | +173.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling