-51.7%
ORCL vs MET
+27.0%
-78.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +0.9% |
| 7D | -11.2% | -1.2% | -10.0% | -11.0% |
| 30D | -18.8% | +3.2% | -22.0% | -18.8% |
| 3M | -18.8% | -1.1% | -17.7% | -18.7% |
| 6M | -39.7% | +25.0% | -64.8% | -41.4% |
| YTD | -39.6% | +27.9% | -67.5% | -43.2% |
| 1Y | -51.7% | +32.9% | -84.6% | -55.1% |
| All | -51.7% | +27.0% | -78.7% | -55.1% |
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