+67.5%
MET vs ZBRA
+35.9%
+31.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | -0.1% |
| 7D | -0.5% | -3.4% | +2.9% | +0.4% |
| 30D | +0.5% | -7.4% | +7.9% | +2.4% |
| 3M | +11.6% | +57.5% | -45.9% | -3.2% |
| 6M | +40.8% | +64.0% | -23.2% | +19.4% |
| YTD | +25.7% | +44.3% | -18.6% | +10.5% |
| 1Y | +24.4% | +10.9% | +13.5% | +18.0% |
| 3Y | +67.5% | +37.5% | +29.9% | +44.6% |
| All | +67.5% | +35.9% | +31.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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