+78.8%
MET vs ALLE
+88.9%
-10.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.5% | -1.2% |
| 7D | -1.2% | -0.6% | -0.6% | -1.0% |
| 30D | +3.2% | +25.3% | -22.1% | -3.9% |
| 3M | -1.1% | +10.3% | -11.4% | -4.2% |
| 6M | +25.0% | +38.0% | -13.0% | +11.9% |
| YTD | +27.9% | +17.8% | +10.1% | +20.2% |
| 1Y | +32.9% | +13.6% | +19.3% | +26.8% |
| 3Y | +78.8% | +89.2% | -10.4% | +39.0% |
| All | +78.8% | +88.9% | -10.1% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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