+41.7%
MOH vs WSM
+20.4%
+21.3%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.8% | +3.0% |
| 7D | -1.3% | +0.4% | -1.7% | -1.3% |
| 30D | +3.0% | -10.7% | +13.7% | +1.9% |
| 3M | +1.2% | +8.5% | -7.3% | +2.9% |
| 6M | +41.7% | +19.6% | +22.1% | +44.6% |
| All | +41.7% | +20.4% | +21.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 6mo: compounded portfolio wealth divided by compounded WSM 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…
6mo analysis · Full analysis span regression · 6 months rolling