+261.9%
MOH vs WCC
+541.6%
-279.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.8% | +1.5% |
| 7D | +1.7% | +1.5% | +0.2% | +1.5% |
| 30D | -0.9% | -2.1% | +1.2% | -0.7% |
| 3M | +5.7% | +3.8% | +1.9% | +4.6% |
| 6M | +39.1% | +35.0% | +4.1% | +31.8% |
| YTD | +17.7% | +46.4% | -28.7% | +9.6% |
| 1Y | +8.4% | +63.0% | -54.6% | -1.3% |
| 3Y | -36.6% | +133.9% | -170.5% | -48.1% |
| 5Y | -19.1% | +226.5% | -245.6% | -40.9% |
| All | +261.9% | +541.6% | -279.7% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling