+1,774.7%
RCL vs MET
+1,366.8%
+407.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.5% | -0.5% | +0.8% |
| 7D | +5.0% | +1.3% | +3.6% | +4.1% |
| 30D | +19.4% | +4.0% | +15.4% | +16.4% |
| 3M | +5.9% | +4.6% | +1.3% | +2.7% |
| 6M | +23.8% | +32.8% | -9.0% | +2.0% |
| YTD | +22.8% | +32.3% | -9.5% | +1.5% |
| 1Y | +34.3% | +37.1% | -2.9% | +8.5% |
| 3Y | +276.4% | +86.8% | +189.6% | +148.9% |
| 5Y | +281.6% | +87.4% | +194.2% | +155.0% |
| 10Y | +379.0% | +209.9% | +169.1% | +152.0% |
| All | +1,774.7% | +1,366.8% | +407.9% | +338.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling