-17.3%
META vs MET
+24.0%
-41.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.5% |
| 7D | +6.7% | +1.2% | +5.6% | +6.3% |
| 30D | +4.8% | +1.4% | +3.3% | +4.2% |
| 3M | -1.6% | +17.7% | -19.3% | -7.3% |
| 6M | -7.5% | +35.0% | -42.5% | -18.6% |
| YTD | -6.4% | +26.3% | -32.7% | -16.9% |
| 1Y | -17.3% | +22.8% | -40.2% | -26.8% |
| All | -17.3% | +24.0% | -41.3% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling