-9.1%
T vs MET
+24.0%
-33.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.7% |
| 7D | -1.3% | +1.2% | -2.4% | -1.4% |
| 30D | +11.4% | +1.4% | +9.9% | +11.1% |
| 3M | +14.3% | +17.7% | -3.4% | +12.4% |
| 6M | -9.3% | +35.0% | -44.3% | -10.9% |
| YTD | +7.1% | +26.3% | -19.2% | +5.5% |
| 1Y | -9.1% | +22.8% | -31.9% | -10.8% |
| All | -9.1% | +24.0% | -33.1% | -10.8% |
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