+70.7%
MA vs MET
+85.6%
-14.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.6% | +1.0% |
| 7D | +1.3% | +4.5% | -3.2% | -0.7% |
| 30D | +9.6% | +3.5% | +6.1% | +7.9% |
| 3M | +16.8% | +5.9% | +10.8% | +13.7% |
| 6M | +35.2% | +33.1% | +2.1% | +19.0% |
| YTD | +16.6% | +33.6% | -17.0% | +2.1% |
| 1Y | +19.8% | +32.7% | -12.9% | +5.2% |
| 3Y | +70.7% | +85.0% | -14.4% | +43.3% |
| All | +70.7% | +85.6% | -14.9% | +43.3% |
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 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