+462.9%
META vs MOH
+339.2%
+123.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +2.9% |
| 7D | +5.2% | +0.2% | +4.9% | +5.1% |
| 30D | -13.0% | +0.1% | -13.1% | -13.1% |
| 3M | +7.9% | +1.8% | +6.1% | +7.4% |
| 6M | +4.2% | +9.1% | -4.9% | +2.4% |
| YTD | -2.5% | +20.7% | -23.3% | -6.9% |
| 1Y | +5.6% | +51.3% | -45.7% | -3.0% |
| 3Y | +96.8% | -42.0% | +138.8% | +105.0% |
| 5Y | +90.0% | -33.1% | +123.2% | +89.5% |
| All | +462.9% | +339.2% | +123.8% | +292.5% |
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