+66.6%
WDC vs MOS
-8.6%
+75.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.8% | +8.0% | +9.7% |
| 7D | -14.4% | +19.7% | -34.1% | -15.5% |
| 30D | -27.1% | +21.5% | -48.6% | -28.3% |
| 3M | -33.3% | -0.4% | -32.8% | -32.0% |
| 6M | -39.6% | +4.5% | -44.1% | -39.5% |
| YTD | +68.4% | -2.9% | +71.3% | +70.7% |
| All | +66.6% | -8.6% | +75.3% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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