+169.8%
RTX vs MET
+86.8%
+82.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +1.0% | -0.1% |
| 7D | -5.2% | +1.2% | -6.3% | -5.6% |
| 30D | -9.4% | +1.4% | -10.8% | -9.9% |
| 3M | +12.3% | +17.7% | -5.4% | +5.7% |
| 6M | -3.1% | +35.0% | -38.1% | -13.4% |
| YTD | +10.7% | +26.3% | -15.6% | +1.0% |
| 1Y | +28.4% | +22.8% | +5.6% | +18.2% |
| 3Y | +147.1% | +65.9% | +81.1% | +97.0% |
| All | +169.8% | +86.8% | +82.9% | +99.1% |
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