+85.0%
MET vs OTIS
+0.6%
+84.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +0.4% |
| 7D | +4.5% | -1.3% | +5.7% | +4.9% |
| 30D | +3.5% | +12.8% | -9.2% | -0.9% |
| 3M | +5.9% | +7.4% | -1.4% | +3.1% |
| 6M | +33.1% | +7.7% | +25.3% | +29.1% |
| YTD | +33.6% | -9.3% | +42.8% | +37.7% |
| 1Y | +32.7% | -12.1% | +44.8% | +38.4% |
| 3Y | +85.0% | +0.6% | +84.4% | +72.6% |
| All | +85.0% | +0.6% | +84.5% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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