+82.0%
MET vs RBA
+44.6%
+37.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.7% |
| 7D | +1.1% | -1.1% | +2.2% | +1.4% |
| 30D | -2.3% | -13.2% | +10.9% | +0.9% |
| 3M | +13.9% | -21.4% | +35.2% | +19.5% |
| 6M | +34.8% | -20.9% | +55.7% | +41.0% |
| YTD | +23.5% | -19.9% | +43.4% | +28.4% |
| 1Y | +23.4% | -28.7% | +52.1% | +32.0% |
| 3Y | +64.9% | +27.4% | +37.5% | +54.3% |
| 5Y | +82.0% | +41.7% | +40.3% | +62.9% |
| All | +82.0% | +44.6% | +37.4% | +62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling