+4,477.6%
SMCI vs MOH
+911.0%
+3,566.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.9% |
| 7D | +1.3% | +1.7% | -0.4% | +0.9% |
| 30D | +6.6% | -0.9% | +7.5% | +6.8% |
| 3M | +25.4% | +5.7% | +19.7% | +23.4% |
| 6M | +26.1% | +39.1% | -13.0% | +16.7% |
| YTD | +37.0% | +17.7% | +19.3% | +28.6% |
| 1Y | -8.8% | +8.4% | -17.1% | -13.1% |
| 3Y | +44.6% | -36.6% | +81.2% | +45.1% |
| 5Y | +995.9% | -19.1% | +1,015.0% | +916.3% |
| 10Y | +1,801.4% | +262.8% | +1,538.6% | +977.8% |
| All | +4,477.6% | +911.0% | +3,566.6% | +1,370.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling