-16.3%
ORLY vs MET
+24.0%
-40.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.9% |
| 7D | -0.7% | +1.2% | -1.8% | -0.9% |
| 30D | -5.9% | +1.4% | -7.4% | -6.2% |
| 3M | -0.6% | +17.7% | -18.3% | -3.1% |
| 6M | -6.8% | +35.0% | -41.8% | -10.7% |
| YTD | -3.6% | +26.3% | -29.9% | -7.9% |
| 1Y | -16.3% | +22.8% | -39.1% | -19.9% |
| All | -16.3% | +24.0% | -40.3% | -19.9% |
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