+261.9%
MOH vs WING
+407.7%
-145.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.0% | -4.0% | +1.1% |
| 7D | +1.7% | +7.2% | -5.5% | +0.6% |
| 30D | -0.9% | +4.8% | -5.7% | -1.7% |
| 3M | +5.7% | -23.7% | +29.4% | +9.7% |
| 6M | +39.1% | -43.6% | +82.7% | +49.7% |
| YTD | +17.7% | -50.6% | +68.3% | +28.1% |
| 1Y | +8.4% | -57.0% | +65.4% | +20.1% |
| 3Y | -36.6% | -28.3% | -8.3% | -39.2% |
| 5Y | -19.1% | -32.4% | +13.3% | -24.4% |
| All | +261.9% | +407.7% | -145.8% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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