+36.3%
MET vs IP
-3.2%
+39.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.9% |
| 7D | +1.8% | 0.0% | +1.7% | +1.8% |
| 30D | +4.8% | +9.4% | -4.6% | +3.3% |
| 3M | +6.2% | -14.1% | +20.3% | +8.6% |
| 6M | +33.8% | +9.2% | +24.6% | +30.5% |
| YTD | +33.3% | -7.5% | +40.8% | +34.3% |
| 1Y | +36.3% | -2.8% | +39.1% | +34.9% |
| All | +36.3% | -3.2% | +39.6% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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