+28.0%
EMR vs MET
+34.4%
-6.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.4% |
| 7D | +2.7% | +2.1% | +0.5% | +1.7% |
| 30D | +2.1% | +1.8% | +0.3% | +1.2% |
| 3M | +2.3% | +6.0% | -3.8% | -0.6% |
| 6M | +22.5% | +31.1% | -8.6% | +4.5% |
| YTD | +27.2% | +32.6% | -5.4% | +6.1% |
| 1Y | +28.0% | +30.5% | -2.4% | +7.9% |
| All | +28.0% | +34.4% | -6.4% | +7.9% |
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