+65.3%
RIG vs MET
+82.5%
-17.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.2% |
| 7D | -4.2% | -2.5% | -1.7% | -2.3% |
| 30D | -0.7% | 0.0% | -0.7% | -1.0% |
| 3M | -4.0% | +13.1% | -17.1% | -13.5% |
| 6M | -6.3% | +39.0% | -45.3% | -29.2% |
| YTD | +39.7% | +25.2% | +14.5% | +14.4% |
| 1Y | +78.1% | +25.6% | +52.4% | +44.0% |
| 3Y | -29.5% | +67.1% | -96.5% | -56.8% |
| 5Y | +65.3% | +85.1% | -19.8% | -13.1% |
| All | +65.3% | +82.5% | -17.2% | -13.1% |
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