+78.9%
MET vs ALLY
-9.5%
+88.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -0.8% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | +3.2% | +3.1% | +0.1% | +2.0% |
| 3M | -1.1% | -12.6% | +11.5% | +4.0% |
| 6M | +25.0% | -12.4% | +37.5% | +30.9% |
| YTD | +27.9% | -13.2% | +41.0% | +33.9% |
| 1Y | +32.9% | +1.8% | +31.1% | +30.9% |
| 3Y | +78.8% | +58.0% | +20.8% | +46.5% |
| All | +78.9% | -9.5% | +88.4% | +80.7% |
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