-3.7%
FISV vs MET
+35.0%
-38.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +4.7% |
| 7D | +29.6% | +3.9% | +25.8% | +26.5% |
| 30D | +34.5% | +6.8% | +27.7% | +28.6% |
| 3M | +11.2% | +7.7% | +3.6% | +5.8% |
| 6M | -1.2% | +32.9% | -34.1% | -18.3% |
| YTD | -7.6% | +33.9% | -41.5% | -24.0% |
| 1Y | -3.7% | +33.0% | -36.7% | -20.3% |
| All | -3.7% | +35.0% | -38.7% | -20.3% |
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