+1,127.7%
RSP vs MET
+586.5%
+541.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.1% |
| 7D | -0.8% | +1.2% | -1.9% | -1.2% |
| 30D | -0.3% | +1.4% | -1.7% | -1.0% |
| 3M | +4.3% | +17.7% | -13.4% | -2.2% |
| 6M | +8.8% | +35.0% | -26.2% | -3.2% |
| YTD | +15.3% | +26.3% | -11.0% | +4.8% |
| 1Y | +18.3% | +22.8% | -4.5% | +8.5% |
| 3Y | +52.8% | +65.9% | -13.1% | +23.8% |
| 5Y | +51.7% | +85.4% | -33.6% | +16.8% |
| 10Y | +208.5% | +253.7% | -45.2% | +80.2% |
| All | +1,127.7% | +586.5% | +541.3% | +334.6% |
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