+78.8%
MET vs URI
+138.8%
-60.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.7% |
| 7D | -1.2% | -9.8% | +8.6% | +1.1% |
| 30D | +3.2% | +1.7% | +1.5% | +2.7% |
| 3M | -1.1% | -9.1% | +8.0% | +0.8% |
| 6M | +25.0% | +9.9% | +15.2% | +20.8% |
| YTD | +27.9% | +31.2% | -3.3% | +15.4% |
| 1Y | +32.9% | +25.9% | +6.9% | +21.5% |
| 3Y | +78.8% | +147.4% | -68.6% | +37.6% |
| All | +78.8% | +138.8% | -60.0% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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