+1,183.9%
MET vs RRX
+1,266.1%
-82.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.5% | +2.7% | +1.5% |
| 7D | -0.8% | -0.7% | 0.0% | -0.4% |
| 30D | -1.4% | -8.0% | +6.6% | +2.7% |
| 3M | +12.5% | -25.1% | +37.6% | +25.8% |
| 6M | +37.1% | -18.3% | +55.4% | +42.6% |
| YTD | +23.8% | +14.2% | +9.6% | +5.2% |
| 1Y | +24.1% | +13.0% | +11.1% | +4.5% |
| 3Y | +65.2% | +4.2% | +61.0% | +32.8% |
| 5Y | +82.3% | +17.9% | +64.4% | +28.4% |
| 10Y | +241.6% | +220.4% | +21.1% | +27.8% |
| All | +1,183.9% | +1,266.1% | -82.2% | +174.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling