+82.7%
MET vs TRI
-10.0%
+92.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | 0.0% |
| 7D | -0.5% | -7.9% | +7.4% | +1.1% |
| 30D | +0.5% | -4.5% | +5.0% | +1.3% |
| 3M | +11.6% | +22.1% | -10.5% | +6.3% |
| 6M | +40.8% | -2.8% | +43.6% | +40.0% |
| YTD | +25.7% | -23.4% | +49.1% | +32.6% |
| 1Y | +24.4% | -41.5% | +65.9% | +41.0% |
| 3Y | +67.5% | -19.2% | +86.7% | +68.5% |
| All | +82.7% | -10.0% | +92.8% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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