+349.8%
WELL vs MOH
+264.4%
+85.4%
-63.3%
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 | -0.2% | +1.7% | -1.9% | -0.5% |
| 30D | +2.3% | -0.9% | +3.2% | +2.4% |
| 3M | +12.3% | +5.7% | +6.6% | +11.1% |
| 6M | +15.6% | +39.1% | -23.5% | +9.6% |
| YTD | +28.3% | +17.7% | +10.6% | +23.2% |
| 1Y | +41.9% | +8.4% | +33.5% | +37.2% |
| 3Y | +198.3% | -36.6% | +234.9% | +205.9% |
| 5Y | +206.4% | -19.1% | +225.5% | +194.7% |
| All | +349.8% | +264.4% | +85.4% | +249.0% |
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