+82.3%
MET vs RRC
+154.4%
-72.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.8% | -1.7% | +1.0% | -0.4% |
| 30D | -1.4% | +3.6% | -5.0% | -2.1% |
| 3M | +12.5% | +8.8% | +3.7% | +10.5% |
| 6M | +37.1% | +0.8% | +36.3% | +36.1% |
| YTD | +23.8% | +19.0% | +4.8% | +18.5% |
| 1Y | +24.1% | +22.9% | +1.2% | +17.5% |
| 3Y | +65.2% | +32.3% | +32.9% | +51.8% |
| 5Y | +82.3% | +151.6% | -69.3% | +41.7% |
| All | +82.3% | +154.4% | -72.1% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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