+22.8%
MET vs MTB
+23.4%
-0.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +1.2% | +1.7% | -0.6% | +0.1% |
| 30D | +1.4% | -4.2% | +5.6% | +4.1% |
| 3M | +17.7% | +8.9% | +8.8% | +10.9% |
| 6M | +35.0% | +10.9% | +24.1% | +25.1% |
| YTD | +26.3% | +21.5% | +4.8% | +10.7% |
| 1Y | +22.8% | +21.9% | +0.9% | +3.6% |
| All | +22.8% | +23.4% | -0.6% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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