+365.4%
STX vs MOH
+18.1%
+347.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.4% | +6.3% |
| 7D | +2.4% | +0.4% | +2.0% | +2.4% |
| 30D | +1.4% | +2.9% | -1.5% | +1.5% |
| 3M | -8.2% | +4.1% | -12.4% | -8.1% |
| 6M | +127.0% | +33.8% | +93.2% | +128.6% |
| YTD | +209.1% | +15.7% | +193.4% | +208.2% |
| 1Y | +365.4% | +17.5% | +347.9% | +367.2% |
| All | +365.4% | +18.1% | +347.3% | +367.2% |
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 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