+494.2%
FIX vs MET
+85.6%
+408.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.1% | -1.8% |
| 7D | +9.4% | +4.5% | +5.0% | +7.1% |
| 30D | -27.8% | +3.5% | -31.3% | -29.0% |
| 3M | -35.6% | +5.9% | -41.5% | -37.6% |
| 6M | -45.2% | +33.1% | -78.3% | -54.4% |
| YTD | +19.5% | +33.6% | -14.1% | -1.8% |
| 1Y | +24.2% | +32.7% | -8.4% | +2.3% |
| 3Y | +494.2% | +85.0% | +409.1% | +263.1% |
| All | +494.2% | +85.6% | +408.6% | +263.1% |
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