+64.9%
MET vs IT
-51.4%
+116.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -7.4% | +5.2% | -0.9% |
| 7D | +1.1% | -9.1% | +10.3% | +2.8% |
| 30D | -2.3% | -7.0% | +4.7% | -1.2% |
| 3M | +13.9% | +7.6% | +6.2% | +11.2% |
| 6M | +34.8% | +2.1% | +32.7% | +32.2% |
| YTD | +23.5% | -31.6% | +55.1% | +32.2% |
| 1Y | +23.4% | -29.9% | +53.3% | +30.6% |
| 3Y | +64.9% | -51.3% | +116.1% | +101.9% |
| All | +64.9% | -51.4% | +116.2% | +101.9% |
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