+85.1%
MET vs TRGP
+627.0%
-541.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -2.5% | -0.6% | -1.9% | -2.3% |
| 30D | 0.0% | +10.0% | -10.0% | -3.6% |
| 3M | +13.1% | +7.6% | +5.5% | +9.5% |
| 6M | +39.0% | +26.8% | +12.2% | +25.9% |
| YTD | +25.2% | +60.6% | -35.4% | +3.2% |
| 1Y | +25.6% | +82.5% | -56.8% | -2.2% |
| 3Y | +67.1% | +265.0% | -197.9% | -2.1% |
| 5Y | +85.1% | +645.9% | -560.8% | -27.3% |
| All | +85.1% | +627.0% | -541.9% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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