+85.7%
MET vs URI
+203.0%
-117.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +1.2% |
| 7D | +4.5% | +6.7% | -2.3% | +2.3% |
| 30D | +3.5% | +8.9% | -5.3% | +0.6% |
| 3M | +5.9% | +0.5% | +5.4% | +5.2% |
| 6M | +33.1% | +20.7% | +12.4% | +23.4% |
| YTD | +33.6% | +40.0% | -6.5% | +14.9% |
| 1Y | +32.7% | +34.4% | -1.7% | +15.8% |
| 3Y | +85.0% | +149.5% | -64.4% | +21.0% |
| All | +85.7% | +203.0% | -117.3% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling