-37.6%
SMCI vs MOH
+53.5%
-91.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +8.9% | -14.6% | -4.6% |
| 7D | -17.3% | +14.3% | -31.6% | -15.9% |
| 30D | -31.5% | +16.7% | -48.1% | -30.1% |
| 3M | -6.6% | +18.3% | -24.9% | -4.5% |
| 6M | +6.0% | +15.8% | -9.8% | +8.4% |
| YTD | +1.1% | +30.5% | -29.3% | +0.6% |
| 1Y | -37.6% | +49.3% | -86.8% | -42.1% |
| All | -37.6% | +53.5% | -91.0% | -42.1% |
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