+1,720.1%
RCL vs MET
+1,317.8%
+402.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +2.3% |
| 7D | +6.5% | -1.2% | +7.7% | +7.4% |
| 30D | +15.9% | +3.2% | +12.7% | +13.5% |
| 3M | +2.7% | -1.1% | +3.8% | +3.2% |
| 6M | +15.2% | +25.0% | -9.8% | -1.3% |
| YTD | +19.2% | +27.9% | -8.6% | +0.7% |
| 1Y | +31.6% | +32.9% | -1.3% | +8.6% |
| 3Y | +274.2% | +78.8% | +195.4% | +154.4% |
| 5Y | +250.1% | +79.6% | +170.5% | +140.4% |
| 10Y | +388.4% | +228.1% | +160.3% | +149.3% |
| All | +1,720.1% | +1,317.8% | +402.3% | +335.4% |
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 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