+241.6%
MET vs RBA
+189.2%
+52.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -0.8% | -1.9% | +1.1% | -0.1% |
| 30D | -1.4% | -13.0% | +11.6% | +3.0% |
| 3M | +12.5% | -23.1% | +35.6% | +21.2% |
| 6M | +37.1% | -22.6% | +59.7% | +47.0% |
| YTD | +23.8% | -20.4% | +44.2% | +30.9% |
| 1Y | +24.1% | -29.6% | +53.7% | +36.7% |
| 3Y | +65.2% | +26.6% | +38.6% | +47.3% |
| 5Y | +82.3% | +38.2% | +44.1% | +52.1% |
| 10Y | +241.6% | +194.7% | +46.8% | +89.4% |
| All | +241.6% | +189.2% | +52.4% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling