+83.6%
MET vs IT
-53.6%
+137.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | +2.1% | -3.7% | +5.8% | +2.8% |
| 30D | +1.8% | -3.1% | +4.9% | +2.0% |
| 3M | +6.0% | +6.3% | -0.3% | +4.2% |
| 6M | +31.1% | +24.8% | +6.3% | +23.6% |
| YTD | +32.6% | -24.4% | +56.9% | +38.8% |
| 1Y | +30.5% | -17.1% | +47.5% | +33.2% |
| All | +83.6% | -53.6% | +137.2% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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