+85.0%
MET vs CP
+36.4%
+48.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.0% |
| 7D | +4.5% | +2.1% | +2.3% | +3.5% |
| 30D | +3.5% | +9.3% | -5.8% | -0.2% |
| 3M | +5.9% | +0.5% | +5.5% | +5.6% |
| 6M | +33.1% | +10.4% | +22.6% | +27.2% |
| YTD | +33.6% | +28.7% | +4.9% | +18.8% |
| 1Y | +32.7% | +33.2% | -0.5% | +16.3% |
| 3Y | +85.0% | +38.4% | +46.6% | +60.5% |
| All | +85.0% | +36.4% | +48.7% | +60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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