+2,588.4%
O vs MET
+1,300.1%
+1,288.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.2% |
| 7D | -0.7% | +1.2% | -1.9% | -1.2% |
| 30D | -1.9% | +1.4% | -3.3% | -2.5% |
| 3M | +3.8% | +17.7% | -13.8% | -2.1% |
| 6M | -4.7% | +35.0% | -39.7% | -14.5% |
| YTD | +12.5% | +26.3% | -13.8% | +2.9% |
| 1Y | +10.8% | +22.8% | -12.0% | +2.1% |
| 3Y | +28.8% | +65.9% | -37.2% | +4.3% |
| 5Y | +13.2% | +85.4% | -72.2% | -13.7% |
| 10Y | +53.5% | +253.7% | -200.3% | -13.0% |
| All | +2,588.4% | +1,300.1% | +1,288.3% | +840.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling