-49.6%
ORCL vs MET
+36.6%
-86.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.5% | -0.3% | +3.0% |
| 7D | +0.5% | +1.3% | -0.8% | +0.5% |
| 30D | -15.3% | +4.0% | -19.3% | -15.3% |
| 3M | -18.2% | +4.6% | -22.8% | -18.3% |
| 6M | -38.4% | +32.8% | -71.2% | -40.6% |
| YTD | -37.7% | +32.3% | -70.0% | -41.5% |
| All | -49.6% | +36.6% | -86.1% | -53.1% |
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