+350.9%
MET vs OTIS
+97.1%
+253.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | +1.2% | -0.7% | +1.9% | +1.6% |
| 30D | +1.4% | -2.0% | +3.4% | +2.4% |
| 3M | +17.7% | +2.6% | +15.1% | +15.8% |
| 6M | +35.0% | -20.9% | +55.9% | +51.7% |
| YTD | +26.3% | -17.1% | +43.4% | +38.0% |
| 1Y | +22.8% | -15.9% | +38.7% | +33.0% |
| 3Y | +65.9% | -12.7% | +78.7% | +71.5% |
| 5Y | +85.4% | -15.7% | +101.1% | +92.1% |
| All | +350.9% | +97.1% | +253.8% | +214.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling