+89.7%
GWW vs MOH
-36.3%
+125.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -3.4% | +1.7% | -5.1% | -3.5% |
| 30D | -1.9% | -0.9% | -1.0% | -1.9% |
| 3M | -2.4% | +5.7% | -8.1% | -2.9% |
| 6M | +15.7% | +39.1% | -23.4% | +12.9% |
| YTD | +27.6% | +17.7% | +9.9% | +25.4% |
| 1Y | +27.2% | +8.4% | +18.8% | +25.3% |
| 3Y | +89.7% | -36.6% | +126.2% | +91.1% |
| All | +89.7% | -36.3% | +125.9% | +91.1% |
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