+36.6%
ORLY vs MET
+66.8%
-30.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -6.8% | +0.5% | -7.3% | -6.9% |
| 3M | -4.8% | +11.6% | -16.4% | -6.9% |
| 6M | -9.1% | +40.8% | -49.9% | -14.9% |
| YTD | -5.9% | +25.7% | -31.6% | -10.4% |
| 1Y | -20.4% | +24.4% | -44.8% | -24.1% |
| 3Y | +36.6% | +67.5% | -30.9% | +19.4% |
| All | +36.6% | +66.8% | -30.2% | +19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling