+66.8%
MET vs RRX
+1.6%
+65.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.1% | +1.6% |
| 7D | -2.5% | -3.7% | +1.3% | -1.7% |
| 30D | 0.0% | -9.3% | +9.3% | +2.0% |
| 3M | +13.1% | -21.8% | +34.9% | +17.3% |
| 6M | +39.0% | -22.0% | +61.0% | +42.5% |
| YTD | +25.2% | +11.9% | +13.3% | +14.3% |
| 1Y | +25.6% | +11.6% | +14.0% | +14.0% |
| All | +66.8% | +1.6% | +65.2% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling