+36.3%
MET vs FN
-24.2%
+60.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.8% | +5.5% | +0.8% |
| 7D | +1.8% | -4.1% | +5.8% | +1.7% |
| 30D | +4.8% | -28.3% | +33.1% | +4.9% |
| 3M | +6.2% | -33.9% | +40.1% | +6.5% |
| 6M | +33.8% | -43.9% | +77.7% | +34.4% |
| YTD | +33.3% | -23.4% | +56.7% | +32.4% |
| 1Y | +36.3% | -25.4% | +61.7% | +35.8% |
| All | +36.3% | -24.2% | +60.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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