-59.8%
FISV vs MET
+66.1%
-125.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | 0.0% |
| 7D | -7.2% | -2.5% | -4.7% | -6.0% |
| 30D | -7.2% | 0.0% | -7.2% | -7.2% |
| 3M | -8.2% | +13.1% | -21.2% | -13.6% |
| 6M | -17.7% | +39.0% | -56.7% | -30.2% |
| YTD | -27.2% | +25.2% | -52.4% | -35.0% |
| 1Y | -63.0% | +25.6% | -88.6% | -67.0% |
| All | -59.8% | +66.1% | -125.9% | -68.0% |
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 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