-1.6%
ORLY vs MET
+35.0%
-36.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.2% |
| 7D | +2.1% | +3.9% | -1.8% | +1.4% |
| 30D | +10.1% | +6.8% | +3.2% | +8.8% |
| 3M | +0.6% | +7.7% | -7.1% | -0.8% |
| 6M | -1.7% | +32.9% | -34.7% | -5.7% |
| YTD | +1.2% | +33.9% | -32.6% | -4.1% |
| 1Y | -1.6% | +33.0% | -34.6% | -6.6% |
| All | -1.6% | +35.0% | -36.6% | -6.6% |
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