+78.8%
MET vs RACE
+28.1%
+50.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -1.2% | +5.1% | -6.3% | -2.0% |
| 30D | +3.2% | +7.7% | -4.5% | +2.0% |
| 3M | -1.1% | +2.2% | -3.3% | -1.5% |
| 6M | +25.0% | +23.8% | +1.3% | +20.4% |
| YTD | +27.9% | +13.9% | +14.0% | +24.2% |
| 1Y | +32.9% | +3.8% | +29.1% | +30.7% |
| 3Y | +78.8% | +28.0% | +50.8% | +79.8% |
| All | +78.8% | +28.1% | +50.7% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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