+82.1%
MET vs UUUU
+88.5%
-6.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.3% | +7.5% | +1.6% |
| 7D | -2.5% | -5.0% | +2.5% | -2.1% |
| 30D | 0.0% | -7.8% | +7.8% | +0.4% |
| 3M | +13.1% | -0.4% | +13.5% | +12.5% |
| 6M | +39.0% | -32.9% | +71.9% | +41.8% |
| YTD | +25.2% | -6.3% | +31.5% | +22.2% |
| 1Y | +25.6% | +7.9% | +17.7% | +19.4% |
| 3Y | +67.1% | +85.2% | -18.1% | +43.7% |
| All | +82.1% | +88.5% | -6.5% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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