+270.2%
T vs MET
+1,369.7%
-1,099.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | -0.1% |
| 7D | +1.6% | +2.1% | -0.5% | +1.1% |
| 30D | -2.9% | +1.8% | -4.7% | -3.4% |
| 3M | -7.5% | +6.0% | -13.5% | -8.9% |
| 6M | -9.9% | +31.1% | -41.0% | -15.9% |
| YTD | -6.4% | +32.6% | -39.0% | -13.3% |
| 1Y | -9.4% | +30.5% | -39.9% | -15.7% |
| 3Y | +64.9% | +83.6% | -18.7% | +38.3% |
| 5Y | +57.0% | +84.2% | -27.2% | +30.2% |
| 10Y | +60.8% | +196.6% | -135.8% | +13.8% |
| All | +270.2% | +1,369.7% | -1,099.5% | +25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling