+361.0%
ORLY vs MET
+249.3%
+111.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.2% |
| 7D | -2.4% | -0.5% | -1.9% | -2.2% |
| 30D | -6.8% | +0.5% | -7.3% | -7.0% |
| 3M | -4.8% | +11.6% | -16.4% | -8.2% |
| 6M | -9.1% | +40.8% | -49.9% | -18.6% |
| YTD | -5.9% | +25.7% | -31.6% | -13.0% |
| 1Y | -20.4% | +24.4% | -44.8% | -26.3% |
| 3Y | +36.6% | +67.5% | -30.9% | +12.1% |
| 5Y | +117.3% | +85.8% | +31.5% | +68.6% |
| All | +361.0% | +249.3% | +111.7% | +174.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling