+87.4%
MET vs RRC
+111.3%
-23.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +1.3% | -10.3% | +11.6% | +3.3% |
| 30D | +4.0% | +19.5% | -15.5% | +0.2% |
| 3M | +4.6% | +27.9% | -23.3% | -0.6% |
| 6M | +32.8% | +21.2% | +11.6% | +27.2% |
| YTD | +32.3% | +39.6% | -7.3% | +22.4% |
| 1Y | +37.1% | +31.3% | +5.9% | +28.3% |
| 3Y | +86.8% | +51.9% | +34.9% | +67.0% |
| 5Y | +87.4% | +110.2% | -22.8% | +61.7% |
| All | +87.4% | +111.3% | -23.9% | +61.7% |
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