+157.1%
SPMO vs MOH
-36.3%
+193.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.6% |
| 7D | -0.9% | +1.7% | -2.6% | -0.9% |
| 30D | -1.9% | -0.9% | -1.0% | -1.9% |
| 3M | -1.4% | +5.7% | -7.1% | -1.3% |
| 6M | +25.5% | +39.1% | -13.6% | +26.0% |
| YTD | +24.8% | +17.7% | +7.2% | +25.1% |
| 1Y | +24.5% | +8.4% | +16.1% | +24.7% |
| 3Y | +157.1% | -36.6% | +193.7% | +153.2% |
| All | +157.1% | -36.3% | +193.4% | +153.2% |
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