+577.6%
MET vs MOH
+1,286.6%
-709.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | -0.8% | -4.2% | +3.4% | +0.3% |
| 30D | -1.4% | -2.4% | +1.0% | -0.9% |
| 3M | +12.5% | -4.4% | +16.9% | +13.1% |
| 6M | +37.1% | +32.9% | +4.2% | +25.9% |
| YTD | +23.8% | +11.9% | +11.9% | +16.5% |
| 1Y | +24.1% | +6.9% | +17.2% | +17.0% |
| 3Y | +65.2% | -39.4% | +104.6% | +70.5% |
| 5Y | +82.3% | -25.0% | +107.2% | +74.1% |
| 10Y | +241.6% | +244.9% | -3.3% | +94.2% |
| All | +577.6% | +1,286.6% | -709.1% | +122.1% |
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 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