+267.4%
RTX vs MET
+197.3%
+70.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +4.8% | +4.5% | +0.3% | +2.4% |
| 30D | +6.5% | +3.5% | +2.9% | +4.5% |
| 3M | -9.6% | +5.9% | -15.6% | -12.5% |
| 6M | +12.3% | +33.1% | -20.7% | -4.0% |
| YTD | +9.5% | +33.6% | -24.1% | -7.4% |
| 1Y | +15.8% | +32.7% | -16.8% | -1.7% |
| 3Y | +157.0% | +85.0% | +72.0% | +74.0% |
| 5Y | +148.8% | +85.6% | +63.2% | +63.3% |
| All | +267.4% | +197.3% | +70.1% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling