+33.0%
MET vs RRX
+30.0%
+3.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.6% | +5.8% | +2.4% |
| 7D | +3.9% | +7.6% | -3.8% | +3.4% |
| 30D | +6.8% | +7.5% | -0.7% | +6.3% |
| 3M | +7.7% | -21.0% | +28.7% | +9.0% |
| 6M | +32.9% | -18.1% | +51.0% | +33.2% |
| YTD | +33.9% | +24.3% | +9.6% | +20.9% |
| 1Y | +33.0% | +29.3% | +3.7% | +18.2% |
| All | +33.0% | +30.0% | +3.0% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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