0.0%
SHOP vs MET
+24.0%
-24.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.4% |
| 7D | -5.1% | +1.2% | -6.3% | -5.7% |
| 30D | +0.6% | +1.4% | -0.8% | -0.4% |
| 3M | +25.0% | +17.7% | +7.3% | +12.9% |
| 6M | +11.9% | +35.0% | -23.1% | -9.3% |
| YTD | -9.9% | +26.3% | -36.1% | -23.3% |
| 1Y | 0.0% | +22.8% | -22.9% | -14.3% |
| All | 0.0% | +24.0% | -24.0% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling