+53.0%
RSP vs MET
+85.3%
-32.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | -0.8% | +1.2% | -1.9% | -1.3% |
| 30D | -0.3% | +1.4% | -1.7% | -1.1% |
| 3M | +4.3% | +17.7% | -13.4% | -3.4% |
| 6M | +8.8% | +35.0% | -26.2% | -5.5% |
| YTD | +15.3% | +26.3% | -11.0% | +2.8% |
| 1Y | +18.3% | +22.8% | -4.5% | +6.6% |
| 3Y | +52.8% | +65.9% | -13.1% | +16.7% |
| All | +53.0% | +85.3% | -32.3% | +9.9% |
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