+263.0%
WMB vs MOH
-21.2%
+284.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.2% | -6.3% | -3.3% |
| 7D | -1.7% | -1.3% | -0.4% | -1.6% |
| 30D | +0.7% | +3.0% | -2.2% | +0.6% |
| 3M | +1.5% | +1.2% | +0.3% | +1.4% |
| 6M | +0.1% | +41.7% | -41.7% | -2.0% |
| YTD | +22.9% | +15.4% | +7.5% | +21.3% |
| 1Y | +27.9% | +11.8% | +16.1% | +26.5% |
| 3Y | +139.1% | -37.5% | +176.6% | +140.2% |
| All | +263.0% | -21.2% | +284.2% | +249.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling