+86.4%
MET vs URI
+200.7%
-114.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.1% |
| 7D | +1.2% | -2.0% | +3.1% | +1.7% |
| 30D | +1.4% | -12.9% | +14.4% | +5.7% |
| 3M | +17.7% | -6.7% | +24.4% | +19.3% |
| 6M | +35.0% | +19.0% | +16.0% | +24.3% |
| YTD | +26.3% | +25.5% | +0.7% | +12.8% |
| 1Y | +22.8% | +5.5% | +17.3% | +16.7% |
| 3Y | +65.9% | +111.3% | -45.4% | +15.2% |
| All | +86.4% | +200.7% | -114.3% | +5.7% |
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