+615.9%
SMTC vs MOH
-36.3%
+652.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +5.2% |
| 7D | +13.1% | +1.7% | +11.4% | +13.2% |
| 30D | +19.5% | -0.9% | +20.3% | +19.4% |
| 3M | +2.2% | +5.7% | -3.5% | +2.5% |
| 6M | +94.9% | +39.1% | +55.8% | +97.3% |
| YTD | +127.0% | +17.7% | +109.3% | +129.1% |
| 1Y | +174.6% | +8.4% | +166.2% | +176.2% |
| 3Y | +615.9% | -36.6% | +652.5% | +662.1% |
| All | +615.9% | -36.3% | +652.2% | +662.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling