+64.9%
MET vs A
+29.5%
+35.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.5% |
| 7D | +1.1% | -2.1% | +3.2% | +1.7% |
| 30D | -2.3% | +0.6% | -2.9% | -2.7% |
| 3M | +13.9% | +10.9% | +3.0% | +10.2% |
| 6M | +34.8% | +28.2% | +6.6% | +23.9% |
| YTD | +23.5% | +8.6% | +15.0% | +19.9% |
| 1Y | +23.4% | +15.5% | +7.9% | +16.7% |
| 3Y | +64.9% | +31.8% | +33.1% | +45.2% |
| All | +64.9% | +29.5% | +35.4% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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