+32.7%
MET vs PTC
+10.7%
+22.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +4.5% | +0.5% | +4.0% | +4.4% |
| 30D | +3.5% | +1.2% | +2.3% | +3.4% |
| 3M | +5.9% | +27.4% | -21.4% | +3.1% |
| 6M | +33.1% | +39.2% | -6.1% | +27.1% |
| YTD | +33.6% | +12.5% | +21.1% | +33.8% |
| 1Y | +32.7% | +12.3% | +20.4% | +32.9% |
| All | +32.7% | +10.7% | +22.0% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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