+35.3%
MET vs IP
-2.1%
+37.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +3.0% |
| 7D | +1.3% | -3.0% | +4.3% | +1.8% |
| 30D | +4.0% | +10.6% | -6.6% | +2.4% |
| 3M | +4.6% | -13.6% | +18.2% | +6.8% |
| 6M | +32.8% | +10.4% | +22.4% | +29.3% |
| YTD | +32.3% | -6.5% | +38.8% | +33.0% |
| All | +35.3% | -2.1% | +37.4% | +33.6% |
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