+67.5%
MET vs ET
+96.2%
-28.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.8% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | +0.5% | +2.9% | -2.4% | -0.9% |
| 3M | +11.6% | +16.8% | -5.2% | +3.5% |
| 6M | +40.8% | +18.9% | +21.9% | +28.8% |
| YTD | +25.7% | +37.7% | -12.0% | +6.1% |
| 1Y | +24.4% | +32.4% | -8.1% | +7.0% |
| 3Y | +67.5% | +99.5% | -32.0% | +14.2% |
| All | +67.5% | +96.2% | -28.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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