+26.2%
MET vs Q
+75.4%
-49.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.9% | +1.2% |
| 7D | -2.5% | +4.1% | -6.6% | -2.7% |
| 30D | 0.0% | -10.7% | +10.7% | +0.5% |
| 3M | +13.1% | -11.7% | +24.8% | +12.7% |
| 6M | +39.0% | +8.3% | +30.7% | +33.3% |
| YTD | +25.2% | +51.3% | -26.1% | +15.9% |
| All | +26.2% | +75.4% | -49.2% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling