+35.9%
MET vs IP
-4.7%
+40.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.7% |
| 7D | 0.0% | -2.8% | +2.8% | +0.5% |
| 30D | +3.4% | +9.2% | -5.8% | +2.0% |
| 3M | +7.0% | -16.1% | +23.1% | +9.8% |
| 6M | +34.6% | +9.6% | +25.1% | +31.2% |
| YTD | +34.0% | -8.8% | +42.7% | +35.2% |
| 1Y | +35.9% | -5.5% | +41.4% | +35.4% |
| All | +35.9% | -4.7% | +40.7% | +35.4% |
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