+144.2%
RTX vs MET
+75.0%
+69.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | -5.1% | -1.2% | -4.0% | -4.8% |
| 30D | +5.1% | +3.2% | +1.9% | +4.2% |
| 3M | -14.8% | -1.1% | -13.7% | -14.6% |
| 6M | +8.0% | +25.0% | -17.0% | +1.2% |
| YTD | +4.5% | +27.9% | -23.4% | -3.1% |
| 1Y | +9.8% | +32.9% | -23.0% | +0.6% |
| 3Y | +144.2% | +78.8% | +65.4% | +114.9% |
| All | +144.2% | +75.0% | +69.2% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling