+22.8%
MET vs SW
+1.0%
+21.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -1.8% |
| 7D | +1.2% | -5.1% | +6.2% | +2.0% |
| 30D | +1.4% | -4.6% | +6.0% | +2.1% |
| 3M | +17.7% | +9.4% | +8.3% | +15.1% |
| 6M | +35.0% | +3.5% | +31.5% | +33.0% |
| YTD | +26.3% | +22.0% | +4.2% | +20.3% |
| 1Y | +22.8% | +2.2% | +20.6% | +15.1% |
| All | +22.8% | +1.0% | +21.8% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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