+107.8%
META vs MOH
-37.8%
+145.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.5% |
| 7D | +6.0% | -3.3% | +9.4% | +6.1% |
| 30D | +3.6% | -0.1% | +3.7% | +3.6% |
| 3M | +4.9% | -1.1% | +6.0% | +5.0% |
| 6M | -4.7% | +35.9% | -40.6% | -5.2% |
| YTD | -6.9% | +13.1% | -20.0% | -6.9% |
| 1Y | -18.2% | +11.8% | -30.0% | -18.3% |
| 3Y | +107.8% | -38.7% | +146.5% | +100.2% |
| All | +107.8% | -37.8% | +145.6% | +100.2% |
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