+35.9%
MET vs FN
-19.6%
+55.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.9% | -5.4% | +0.4% |
| 7D | 0.0% | +8.0% | -8.0% | 0.0% |
| 30D | +3.4% | -19.1% | +22.5% | +3.4% |
| 3M | +7.0% | -29.8% | +36.8% | +7.2% |
| 6M | +34.6% | -43.2% | +77.8% | +35.5% |
| YTD | +34.0% | -18.9% | +52.9% | +32.8% |
| 1Y | +35.9% | -17.9% | +53.8% | +34.2% |
| All | +35.9% | -19.6% | +55.5% | +34.2% |
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