+45.4%
RSP vs MET
+78.1%
-32.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.3% |
| 7D | -1.0% | -1.2% | +0.1% | -0.5% |
| 30D | +2.6% | +3.2% | -0.6% | +1.1% |
| 3M | -0.8% | -1.1% | +0.3% | -0.5% |
| 6M | +6.3% | +25.0% | -18.8% | -4.5% |
| YTD | +14.1% | +27.9% | -13.7% | +1.0% |
| 1Y | +18.0% | +32.9% | -14.9% | +2.4% |
| 3Y | +61.0% | +78.8% | -17.8% | +18.0% |
| All | +45.4% | +78.1% | -32.8% | +6.2% |
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