+1,272.2%
MET vs RBA
+3,345.6%
-2,073.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.1% | +2.5% |
| 7D | +1.3% | +2.5% | -1.2% | +0.3% |
| 30D | +4.0% | +11.6% | -7.6% | -0.7% |
| 3M | +4.6% | +1.5% | +3.1% | +3.5% |
| 6M | +32.8% | -6.6% | +39.4% | +34.2% |
| YTD | +32.3% | -6.3% | +38.6% | +32.5% |
| 1Y | +37.1% | -4.0% | +41.1% | +35.9% |
| 3Y | +86.8% | +47.3% | +39.6% | +51.4% |
| 5Y | +87.4% | +47.7% | +39.7% | +45.4% |
| 10Y | +209.9% | +224.7% | -14.8% | +56.0% |
| All | +1,272.2% | +3,345.6% | -2,073.4% | +325.2% |
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