+2,277.5%
WELL vs MOH
+1,286.6%
+990.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -1.1% | -4.2% | +3.1% | -0.4% |
| 30D | +0.7% | -2.4% | +3.1% | +1.1% |
| 3M | +14.5% | -4.4% | +18.9% | +15.0% |
| 6M | +14.4% | +32.9% | -18.5% | +8.5% |
| YTD | +28.5% | +11.9% | +16.6% | +23.7% |
| 1Y | +41.8% | +6.9% | +34.8% | +36.5% |
| 3Y | +202.8% | -39.4% | +242.2% | +210.9% |
| 5Y | +208.8% | -25.0% | +233.8% | +201.6% |
| 10Y | +356.5% | +244.9% | +111.7% | +226.2% |
| All | +2,277.5% | +1,286.6% | +990.8% | +1,059.5% |
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