+88.5%
WDC vs MOS
-11.3%
+99.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.0% |
| 7D | +12.1% | -2.0% | +14.0% | +12.2% |
| 30D | -18.8% | +15.3% | -34.1% | -19.8% |
| 3M | -39.3% | +1.5% | -40.8% | -38.6% |
| 6M | -40.1% | -2.0% | -38.2% | -39.7% |
| YTD | +71.8% | -6.5% | +78.3% | +75.2% |
| 1Y | +88.5% | -11.1% | +99.5% | +93.4% |
| All | +88.5% | -11.3% | +99.8% | +93.4% |
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