+85.0%
MET vs RBA
+63.1%
+21.9%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | +4.5% | +1.7% | +2.7% | +4.0% |
| 30D | +3.5% | +8.3% | -4.8% | +1.2% |
| 3M | +5.9% | +10.5% | -4.6% | +2.8% |
| 6M | +33.1% | -5.9% | +38.9% | +33.1% |
| YTD | +33.6% | -6.9% | +40.4% | +32.9% |
| 1Y | +32.7% | -4.9% | +37.5% | +31.0% |
| 3Y | +85.0% | +64.5% | +20.6% | +67.3% |
| All | +85.0% | +63.1% | +21.9% | +67.3% |
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