+1,285.8%
WDC vs MOH
-36.3%
+1,322.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -2.8% |
| 7D | -4.3% | +1.7% | -6.0% | -4.1% |
| 30D | -1.5% | -0.9% | -0.6% | -1.5% |
| 3M | -15.5% | +5.7% | -21.2% | -15.0% |
| 6M | +66.5% | +39.1% | +27.3% | +71.0% |
| YTD | +159.9% | +17.7% | +142.2% | +163.6% |
| 1Y | +366.0% | +8.4% | +357.6% | +370.3% |
| 3Y | +1,285.8% | -36.6% | +1,322.4% | +1,199.9% |
| All | +1,285.8% | -36.3% | +1,322.1% | +1,199.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling