+1,349.5%
WEC vs MOH
+1,286.6%
+62.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.7% |
| 7D | +0.4% | -4.2% | +4.6% | +0.8% |
| 30D | +0.9% | -2.4% | +3.3% | +1.1% |
| 3M | -5.3% | -4.4% | -0.9% | -5.1% |
| 6M | -6.6% | +32.9% | -39.5% | -9.7% |
| YTD | +3.3% | +11.9% | -8.6% | +1.0% |
| 1Y | +2.1% | +6.9% | -4.9% | -0.1% |
| 3Y | +39.6% | -39.4% | +79.0% | +42.1% |
| 5Y | +31.2% | -25.0% | +56.1% | +29.8% |
| 10Y | +148.4% | +244.9% | -96.4% | +106.7% |
| All | +1,349.5% | +1,286.6% | +62.8% | +913.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling