+272.5%
SNDK vs MOH
+43.5%
+229.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -4.3% | -17.9% | -22.2% |
| 7D | -39.4% | +8.9% | -48.3% | -39.2% |
| 30D | -51.4% | +11.0% | -62.4% | -51.3% |
| 3M | -40.3% | +11.0% | -51.3% | -40.2% |
| 6M | -42.7% | +12.7% | -55.4% | -42.9% |
| YTD | +239.7% | +24.8% | +214.9% | +219.0% |
| 1Y | +272.5% | +44.7% | +227.8% | +228.3% |
| All | +272.5% | +43.5% | +229.0% | +228.3% |
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