+49.3%
MOH vs WCC
+24.5%
+24.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -9.9% | +18.9% | +7.3% |
| 7D | +14.3% | -8.8% | +23.1% | +12.8% |
| 30D | +16.7% | -16.0% | +32.7% | +14.2% |
| 3M | +18.3% | -15.2% | +33.5% | +16.3% |
| 6M | +15.8% | -8.4% | +24.2% | +15.2% |
| YTD | +30.5% | +30.1% | +0.4% | +28.5% |
| 1Y | +49.3% | +26.4% | +22.8% | +45.8% |
| All | +49.3% | +24.5% | +24.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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