+22.8%
MET vs MOS
-17.5%
+40.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -3.0% | -1.7% |
| 7D | +1.2% | +9.5% | -8.4% | +0.5% |
| 30D | +1.4% | +10.4% | -9.0% | +0.7% |
| 3M | +17.7% | +12.9% | +4.8% | +16.4% |
| 6M | +35.0% | +1.2% | +33.8% | +33.6% |
| YTD | +26.3% | +9.3% | +17.0% | +23.0% |
| 1Y | +22.8% | -18.0% | +40.8% | +24.2% |
| All | +22.8% | -17.5% | +40.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling