+32.7%
MET vs IBN
+12.1%
+20.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | +4.5% | +1.9% | +2.6% | +3.8% |
| 30D | +3.5% | +22.1% | -18.6% | -3.7% |
| 3M | +5.9% | +17.1% | -11.2% | 0.0% |
| 6M | +33.1% | +35.5% | -2.5% | +18.6% |
| YTD | +33.6% | +16.8% | +16.8% | +23.8% |
| 1Y | +32.7% | +12.4% | +20.3% | +24.0% |
| All | +32.7% | +12.1% | +20.5% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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