+1,209.8%
MET vs RBA
+2,905.6%
-1,695.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | +1.2% | -2.9% | +4.1% | +2.4% |
| 30D | +1.4% | -12.3% | +13.7% | +6.6% |
| 3M | +17.7% | -20.5% | +38.2% | +27.4% |
| 6M | +35.0% | -18.5% | +53.5% | +44.2% |
| YTD | +26.3% | -18.2% | +44.5% | +34.0% |
| 1Y | +22.8% | -27.5% | +50.3% | +36.8% |
| 3Y | +65.9% | +38.1% | +27.9% | +38.1% |
| 5Y | +85.4% | +44.8% | +40.6% | +43.9% |
| 10Y | +253.7% | +187.1% | +66.6% | +87.4% |
| All | +1,209.8% | +2,905.6% | -1,695.8% | +330.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling