+97.0%
META vs MOH
-41.7%
+138.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | 0.0% |
| 7D | +3.3% | -0.7% | +4.0% | +3.3% |
| 30D | -10.8% | +4.8% | -15.5% | -10.9% |
| 3M | +7.9% | +3.8% | +4.1% | +7.8% |
| 6M | +5.4% | +11.0% | -5.6% | +5.3% |
| YTD | -2.6% | +18.9% | -21.5% | -2.6% |
| 1Y | +1.9% | +46.5% | -44.6% | +1.5% |
| 3Y | +97.0% | -42.4% | +139.3% | +99.0% |
| All | +97.0% | -41.7% | +138.6% | +99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling