+243.8%
MET vs MOH
+264.4%
-20.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | 0.0% |
| 7D | -0.5% | +1.7% | -2.2% | -0.8% |
| 30D | +0.5% | -0.9% | +1.4% | +0.6% |
| 3M | +11.6% | +5.7% | +5.9% | +10.2% |
| 6M | +40.8% | +39.1% | +1.7% | +31.9% |
| YTD | +25.7% | +17.7% | +8.0% | +19.7% |
| 1Y | +24.4% | +8.4% | +16.0% | +19.5% |
| 3Y | +67.5% | -36.6% | +104.0% | +71.4% |
| 5Y | +85.8% | -19.1% | +104.9% | +77.0% |
| All | +243.8% | +264.4% | -20.6% | +164.6% |
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 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