+275.1%
ORCL vs MET
+1,317.8%
-1,042.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | -11.2% | -1.2% | -10.0% | -10.8% |
| 30D | -18.8% | +3.2% | -22.0% | -19.8% |
| 3M | -18.8% | -1.1% | -17.7% | -18.7% |
| 6M | -39.7% | +25.0% | -64.8% | -44.5% |
| YTD | -39.6% | +27.9% | -67.5% | -44.9% |
| 1Y | -51.7% | +32.9% | -84.6% | -56.6% |
| 3Y | +10.2% | +78.8% | -68.6% | -11.1% |
| 5Y | +30.8% | +79.6% | -48.7% | +4.2% |
| 10Y | +252.1% | +228.1% | +24.0% | +117.8% |
| All | +275.1% | +1,317.8% | -1,042.7% | +4.7% |
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