+67.3%
MET vs IP
+21.5%
+45.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.8% | -2.1% |
| 7D | +1.2% | -5.3% | +6.4% | +2.3% |
| 30D | +1.4% | -10.9% | +12.3% | +3.8% |
| 3M | +17.7% | +11.2% | +6.5% | +14.1% |
| 6M | +35.0% | -10.2% | +45.2% | +37.1% |
| YTD | +26.3% | -2.0% | +28.3% | +25.2% |
| 1Y | +22.8% | -19.1% | +41.9% | +27.3% |
| All | +67.3% | +21.5% | +45.8% | +53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling