+140.1%
WMB vs MOH
-37.5%
+177.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.2% | -6.3% | -3.1% |
| 7D | -1.7% | -1.3% | -0.4% | -1.6% |
| 30D | +0.7% | +3.0% | -2.2% | +0.7% |
| 3M | +1.5% | +1.2% | +0.3% | +1.5% |
| 6M | +0.1% | +41.7% | -41.7% | -0.1% |
| YTD | +22.9% | +15.4% | +7.5% | +22.8% |
| 1Y | +27.9% | +11.8% | +16.1% | +28.2% |
| All | +140.1% | -37.5% | +177.6% | +135.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling