+277.0%
MTZ vs MET
+84.2%
+192.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.7% |
| 7D | +16.5% | +2.1% | +14.3% | +15.5% |
| 30D | -10.2% | +1.8% | -12.0% | -11.1% |
| 3M | -34.2% | +6.0% | -40.2% | -36.1% |
| 6M | -56.0% | +31.1% | -87.1% | -62.2% |
| YTD | -14.8% | +32.6% | -47.4% | -28.0% |
| 1Y | -7.2% | +30.5% | -37.7% | -20.9% |
| All | +277.0% | +84.2% | +192.8% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling