+71.8%
CB vs MET
+75.0%
-3.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +0.2% | -1.2% | +1.4% | +0.6% |
| 30D | +9.1% | +3.2% | +5.9% | +8.0% |
| 3M | +3.4% | -1.1% | +4.5% | +3.7% |
| 6M | +14.1% | +25.0% | -10.9% | +6.3% |
| YTD | +18.0% | +27.9% | -9.9% | +8.9% |
| 1Y | +30.1% | +32.9% | -2.7% | +18.5% |
| 3Y | +71.8% | +78.8% | -7.0% | +44.7% |
| All | +71.8% | +75.0% | -3.2% | +44.7% |
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