+234.8%
RCL vs MET
+85.3%
+149.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +1.2% |
| 7D | -5.1% | +1.2% | -6.2% | -6.1% |
| 30D | -19.0% | +1.4% | -20.4% | -20.2% |
| 3M | -9.6% | +17.7% | -27.3% | -21.9% |
| 6M | -6.7% | +35.0% | -41.7% | -28.4% |
| YTD | -3.9% | +26.3% | -30.2% | -22.3% |
| 1Y | -25.1% | +22.8% | -47.9% | -38.1% |
| 3Y | +179.1% | +65.9% | +113.2% | +74.3% |
| All | +234.8% | +85.3% | +149.5% | +88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling