+39.3%
MTZ vs MET
+24.0%
+15.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.2% | +6.0% | +3.7% |
| 7D | +3.6% | +1.1% | +2.4% | +3.5% |
| 30D | -9.6% | -2.3% | -7.3% | -9.7% |
| 3M | -31.9% | +13.9% | -45.8% | -33.0% |
| 6M | -13.8% | +34.8% | -48.6% | -18.6% |
| YTD | +13.3% | +23.5% | -10.3% | +8.0% |
| 1Y | +39.3% | +23.4% | +15.9% | +33.4% |
| All | +39.3% | +24.0% | +15.3% | +33.4% |
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