+85.1%
MET vs TD
+122.4%
-37.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.6% |
| 7D | -2.5% | -2.6% | +0.1% | -0.8% |
| 30D | 0.0% | -1.0% | +1.0% | +0.6% |
| 3M | +13.1% | +5.6% | +7.4% | +8.6% |
| 6M | +39.0% | +27.1% | +11.9% | +17.8% |
| YTD | +25.2% | +29.4% | -4.2% | +4.9% |
| 1Y | +25.6% | +60.7% | -35.0% | -9.0% |
| 3Y | +67.1% | +127.6% | -60.5% | -5.9% |
| 5Y | +85.1% | +125.4% | -40.3% | -5.0% |
| All | +85.1% | +122.4% | -37.3% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling