+76.6%
CB vs MET
+65.9%
+10.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.4% |
| 7D | +0.5% | +1.2% | -0.7% | +0.1% |
| 30D | -3.1% | +1.4% | -4.5% | -3.6% |
| 3M | +9.0% | +17.7% | -8.7% | +3.5% |
| 6M | +2.9% | +35.0% | -32.1% | -6.5% |
| YTD | +10.1% | +26.3% | -16.2% | +2.0% |
| 1Y | +22.8% | +22.8% | 0.0% | +14.7% |
| All | +76.6% | +65.9% | +10.7% | +47.8% |
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