+33.0%
MET vs EMB
+0.7%
+32.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.1% |
| 7D | +3.9% | +0.7% | +3.2% | +3.1% |
| 30D | +6.8% | +2.3% | +4.5% | +4.4% |
| 3M | +7.7% | -2.5% | +10.2% | +10.4% |
| 6M | +32.9% | -1.1% | +34.0% | +33.3% |
| YTD | +33.9% | -0.6% | +34.5% | +32.2% |
| 1Y | +33.0% | +0.6% | +32.4% | +28.8% |
| All | +33.0% | +0.7% | +32.3% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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