+1,337.5%
STX vs MOH
-37.5%
+1,375.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.8% | -2.5% |
| 7D | +8.0% | -1.3% | +9.3% | +7.9% |
| 30D | +5.1% | +3.0% | +2.1% | +5.3% |
| 3M | +5.8% | +1.2% | +4.5% | +5.9% |
| 6M | +124.9% | +41.7% | +83.2% | +130.3% |
| YTD | +213.9% | +15.4% | +198.5% | +216.7% |
| 1Y | +350.4% | +11.8% | +338.6% | +354.7% |
| All | +1,337.5% | -37.5% | +1,375.0% | +1,285.8% |
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