+64.9%
MET vs ATI
+361.7%
-296.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.8% |
| 7D | +1.1% | +3.2% | -2.0% | +0.5% |
| 30D | -2.3% | -9.0% | +6.7% | -0.4% |
| 3M | +13.9% | +15.1% | -1.2% | +9.8% |
| 6M | +34.8% | +38.1% | -3.3% | +23.8% |
| YTD | +23.5% | +80.7% | -57.1% | +6.1% |
| 1Y | +23.4% | +167.5% | -144.1% | -4.5% |
| 3Y | +64.9% | +366.0% | -301.1% | +9.2% |
| All | +64.9% | +361.7% | -296.9% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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