+67.5%
MET vs TRU
-1.3%
+68.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | -0.5% | -2.7% | +2.2% | +0.2% |
| 30D | +0.5% | -2.0% | +2.5% | +0.9% |
| 3M | +11.6% | +18.4% | -6.8% | +6.4% |
| 6M | +40.8% | +8.9% | +31.9% | +36.7% |
| YTD | +25.7% | -8.9% | +34.6% | +27.0% |
| 1Y | +24.4% | -15.9% | +40.2% | +27.8% |
| 3Y | +67.5% | -1.1% | +68.5% | +81.3% |
| All | +67.5% | -1.3% | +68.8% | +81.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling