+25.6%
MET vs RIO
+67.4%
-41.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.6% |
| 7D | -2.5% | -3.4% | +0.9% | -2.1% |
| 30D | 0.0% | +0.6% | -0.6% | -0.2% |
| 3M | +13.1% | +2.5% | +10.5% | +12.6% |
| 6M | +39.0% | +10.8% | +28.2% | +34.9% |
| YTD | +25.2% | +30.5% | -5.3% | +17.9% |
| 1Y | +25.6% | +68.1% | -42.5% | +14.4% |
| All | +25.6% | +67.4% | -41.7% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 1y: compounded portfolio wealth divided by compounded RIO 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…
1y analysis · Full analysis span regression · 6 months rolling