+14.8%
SPY vs MET
+35.0%
-20.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.6% | +1.2% |
| 7D | -0.7% | +3.9% | -4.6% | -1.4% |
| 30D | -1.0% | +6.8% | -7.9% | -2.3% |
| 3M | -0.3% | +7.7% | -8.0% | -1.9% |
| 6M | +7.3% | +32.9% | -25.6% | +0.1% |
| YTD | +13.3% | +33.9% | -20.6% | +4.1% |
| 1Y | +14.8% | +33.0% | -18.2% | +5.5% |
| All | +14.8% | +35.0% | -20.2% | +5.5% |
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