+198.7%
B vs MET
+66.4%
+132.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.9% |
| 7D | +2.3% | +1.1% | +1.2% | +2.1% |
| 30D | +1.4% | -2.3% | +3.7% | +1.9% |
| 3M | +12.2% | +13.9% | -1.7% | +8.6% |
| 6M | -2.1% | +34.8% | -36.9% | -9.1% |
| YTD | +2.9% | +23.5% | -20.6% | -2.8% |
| 1Y | +55.3% | +23.4% | +31.9% | +46.4% |
| 3Y | +198.7% | +64.9% | +133.8% | +146.4% |
| All | +198.7% | +66.4% | +132.3% | +146.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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