+86.8%
MET vs RBA
+48.1%
+38.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.1% | +2.8% |
| 7D | +1.3% | +2.5% | -1.2% | +0.7% |
| 30D | +4.0% | +11.6% | -7.6% | +1.1% |
| 3M | +4.6% | +1.5% | +3.1% | +3.9% |
| 6M | +32.8% | -6.6% | +39.4% | +33.3% |
| YTD | +32.3% | -6.3% | +38.6% | +31.6% |
| 1Y | +37.1% | -4.0% | +41.1% | +35.4% |
| 3Y | +86.8% | +47.3% | +39.6% | +75.3% |
| All | +86.8% | +48.1% | +38.7% | +75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling