+131.9%
LITE vs MET
+35.9%
+96.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -1.6% |
| 7D | -13.9% | +1.8% | -15.7% | -13.6% |
| 30D | -46.9% | +4.8% | -51.7% | -46.1% |
| 3M | -28.0% | +6.2% | -34.2% | -26.3% |
| 6M | -35.2% | +33.8% | -69.0% | -33.8% |
| YTD | +58.9% | +33.3% | +25.6% | +57.2% |
| All | +131.9% | +35.9% | +96.0% | +128.3% |
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