+142.0%
WEC vs MOH
+264.4%
-122.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.3% |
| 7D | -0.6% | +1.7% | -2.3% | -0.8% |
| 30D | -2.6% | -0.9% | -1.7% | -2.6% |
| 3M | -6.0% | +5.7% | -11.7% | -6.9% |
| 6M | -5.4% | +39.1% | -44.5% | -9.7% |
| YTD | +2.5% | +17.7% | -15.2% | -0.9% |
| 1Y | -0.7% | +8.4% | -9.1% | -3.4% |
| 3Y | +38.7% | -36.6% | +75.3% | +41.3% |
| 5Y | +31.7% | -19.1% | +50.7% | +28.1% |
| All | +142.0% | +264.4% | -122.3% | +95.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling