+18.3%
NOW vs MET
+65.9%
-47.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.2% |
| 7D | -2.4% | +1.2% | -3.5% | -2.9% |
| 30D | +20.5% | +1.4% | +19.1% | +19.4% |
| 3M | +18.3% | +17.7% | +0.7% | +8.7% |
| 6M | +24.1% | +35.0% | -10.9% | +6.4% |
| YTD | -7.8% | +26.3% | -34.1% | -18.5% |
| 1Y | -21.4% | +22.8% | -44.2% | -29.8% |
| All | +18.3% | +65.9% | -47.7% | -9.2% |
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