+44.9%
C vs MET
+24.0%
+20.9%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.7% |
| 7D | +3.6% | +1.2% | +2.5% | +2.9% |
| 30D | +0.1% | +1.4% | -1.4% | -1.0% |
| 3M | +2.4% | +17.7% | -15.3% | -8.4% |
| 6M | +24.9% | +35.0% | -10.1% | +0.6% |
| YTD | +19.8% | +26.3% | -6.5% | +0.5% |
| 1Y | +44.9% | +22.8% | +22.0% | +23.0% |
| All | +44.9% | +24.0% | +20.9% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling