+64.9%
MET vs RVTY
+16.6%
+48.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.6% |
| 7D | +1.1% | +0.4% | +0.8% | +1.1% |
| 30D | -2.3% | +10.8% | -13.2% | -4.8% |
| 3M | +13.9% | +26.8% | -12.9% | +7.0% |
| 6M | +34.8% | +39.3% | -4.5% | +22.8% |
| YTD | +23.5% | +31.6% | -8.1% | +13.8% |
| 1Y | +23.4% | +47.7% | -24.3% | +9.7% |
| 3Y | +64.9% | +19.9% | +44.9% | +53.0% |
| All | +64.9% | +16.6% | +48.3% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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