+82.0%
MET vs ARWR
+29.5%
+52.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -2.0% |
| 7D | +1.1% | +2.9% | -1.7% | +0.8% |
| 30D | -2.3% | -2.9% | +0.6% | -2.0% |
| 3M | +13.9% | +15.2% | -1.4% | +11.7% |
| 6M | +34.8% | +42.3% | -7.5% | +28.7% |
| YTD | +23.5% | +28.2% | -4.7% | +19.0% |
| 1Y | +23.4% | +213.2% | -189.9% | +6.6% |
| 3Y | +64.9% | +184.6% | -119.8% | +35.2% |
| 5Y | +82.0% | +29.2% | +52.8% | +52.8% |
| All | +82.0% | +29.5% | +52.5% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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