+85.1%
MET vs ZBRA
-40.9%
+126.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | -2.5% | -3.8% | +1.3% | -1.5% |
| 30D | 0.0% | -10.2% | +10.2% | +2.7% |
| 3M | +13.1% | +58.7% | -45.6% | -1.5% |
| 6M | +39.0% | +61.9% | -22.9% | +19.5% |
| YTD | +25.2% | +41.7% | -16.5% | +11.3% |
| 1Y | +25.6% | +12.4% | +13.3% | +18.5% |
| 3Y | +67.1% | +34.2% | +32.9% | +46.2% |
| 5Y | +85.1% | -40.8% | +125.9% | +98.2% |
| All | +85.1% | -40.9% | +126.0% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling