+32.1%
SOLS vs MOH
+4.0%
+28.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.0% | +4.9% | +3.9% |
| 7D | +0.3% | +0.4% | -0.1% | +0.3% |
| 30D | +2.1% | +2.9% | -0.8% | +2.0% |
| 3M | -24.1% | +4.1% | -28.3% | -24.4% |
| 6M | -15.0% | +33.8% | -48.8% | -16.9% |
| YTD | +31.6% | +15.7% | +15.9% | +29.2% |
| All | +32.1% | +4.0% | +28.1% | +30.3% |
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