+26.4%
IWM vs MET
+24.0%
+2.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +0.1% | +1.2% | -1.1% | -0.3% |
| 30D | -1.3% | +1.4% | -2.7% | -1.8% |
| 3M | +1.6% | +17.7% | -16.1% | -4.6% |
| 6M | +13.6% | +35.0% | -21.4% | +0.1% |
| YTD | +20.8% | +26.3% | -5.5% | +8.7% |
| 1Y | +26.4% | +22.8% | +3.6% | +14.3% |
| All | +26.4% | +24.0% | +2.4% | +14.3% |
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