+86.4%
MET vs ALLY
+1.6%
+84.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | +1.2% | +3.7% | -2.5% | -0.2% |
| 30D | +1.4% | -2.3% | +3.7% | +2.3% |
| 3M | +17.7% | +3.8% | +13.9% | +15.6% |
| 6M | +35.0% | +9.7% | +25.3% | +29.3% |
| YTD | +26.3% | -1.4% | +27.7% | +26.1% |
| 1Y | +22.8% | +8.2% | +14.6% | +18.0% |
| 3Y | +65.9% | +66.5% | -0.5% | +32.6% |
| All | +86.4% | +1.6% | +84.8% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 5y: compounded portfolio wealth divided by compounded ALLY 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…
5y analysis · Full analysis span regression · 6 months rolling