+243.8%
MET vs CPAY
+155.2%
+88.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.5% |
| 30D | +0.5% | -0.4% | +0.9% | +0.6% |
| 3M | +11.6% | +16.4% | -4.7% | +3.3% |
| 6M | +40.8% | +23.5% | +17.3% | +25.1% |
| YTD | +25.7% | +35.7% | -10.0% | +4.9% |
| 1Y | +24.4% | +30.2% | -5.8% | +5.3% |
| 3Y | +67.5% | +49.7% | +17.7% | +28.3% |
| 5Y | +85.8% | +56.6% | +29.3% | +34.3% |
| All | +243.8% | +155.2% | +88.6% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling