+24.4%
MET vs EFX
-30.9%
+55.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | -0.5% | -4.5% | +4.1% | +0.4% |
| 30D | +0.5% | -6.1% | +6.6% | +1.7% |
| 3M | +11.6% | +6.2% | +5.4% | +9.8% |
| 6M | +40.8% | -11.2% | +52.0% | +43.3% |
| YTD | +25.7% | -21.4% | +47.1% | +31.7% |
| 1Y | +24.4% | -34.3% | +58.7% | +31.8% |
| All | +24.4% | -30.9% | +55.2% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling