-2.7%
SMCI vs MOH
+18.1%
-20.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +4.5% |
| 7D | +6.8% | +0.4% | +6.4% | +6.8% |
| 30D | +30.6% | +2.9% | +27.7% | +30.6% |
| 3M | -15.6% | +4.1% | -19.7% | -15.7% |
| 6M | +21.3% | +33.8% | -12.6% | +21.1% |
| YTD | +35.3% | +15.7% | +19.5% | +32.4% |
| 1Y | -2.7% | +17.5% | -20.3% | +0.3% |
| All | -2.7% | +18.1% | -20.8% | +0.3% |
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