+50.3%
TER vs MET
+36.6%
+13.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.3% |
| 7D | +5.9% | 0.0% | +5.8% | +5.6% |
| 30D | -30.8% | +3.4% | -34.1% | -30.7% |
| 3M | -29.9% | +7.0% | -36.9% | -29.8% |
| 6M | -27.5% | +34.6% | -62.1% | -33.9% |
| YTD | +37.5% | +34.0% | +3.5% | +21.4% |
| 1Y | +50.3% | +35.9% | +14.3% | +30.2% |
| All | +50.3% | +36.6% | +13.7% | +30.2% |
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