+33.0%
MET vs TRU
+2.1%
+30.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.6% | -2.4% | +1.2% |
| 7D | +3.9% | +10.5% | -6.7% | +1.5% |
| 30D | +6.8% | +28.7% | -21.9% | +0.6% |
| 3M | +7.7% | +0.7% | +7.0% | +7.2% |
| 6M | +32.9% | +19.3% | +13.6% | +26.2% |
| YTD | +33.9% | -3.7% | +37.6% | +33.7% |
| 1Y | +33.0% | +3.4% | +29.6% | +28.5% |
| All | +33.0% | +2.1% | +30.9% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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