+1,285.4%
MET vs MTB
+863.5%
+422.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.3% |
| 7D | +4.5% | +1.5% | +2.9% | +3.3% |
| 30D | +3.5% | +2.3% | +1.2% | +1.7% |
| 3M | +5.9% | -12.1% | +18.1% | +16.8% |
| 6M | +33.1% | +9.8% | +23.3% | +23.3% |
| YTD | +33.6% | +12.0% | +21.6% | +21.6% |
| 1Y | +32.7% | +22.0% | +10.6% | +13.0% |
| 3Y | +85.0% | +107.6% | -22.6% | +1.6% |
| 5Y | +85.6% | +61.9% | +23.7% | +15.1% |
| 10Y | +198.8% | +116.3% | +82.5% | +36.8% |
| All | +1,285.4% | +863.5% | +422.0% | +162.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling