+113.2%
WDC vs MOH
+53.5%
+59.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +8.9% | -15.7% | -5.9% |
| 7D | -18.3% | +14.3% | -32.6% | -17.3% |
| 30D | -26.7% | +16.7% | -43.4% | -25.6% |
| 3M | -40.9% | +18.3% | -59.3% | -40.0% |
| 6M | -26.8% | +15.8% | -42.6% | -25.5% |
| YTD | +88.2% | +30.5% | +57.7% | +87.2% |
| 1Y | +113.2% | +49.3% | +63.9% | +115.8% |
| All | +113.2% | +53.5% | +59.7% | +115.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling