+151.8%
TER vs MET
+75.0%
+76.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.1% | +3.2% |
| 7D | -20.5% | -1.2% | -19.3% | -19.9% |
| 30D | -47.0% | +3.2% | -50.2% | -47.8% |
| 3M | -43.3% | -1.1% | -42.2% | -43.2% |
| 6M | -42.9% | +25.0% | -67.9% | -50.7% |
| YTD | +12.9% | +27.9% | -15.0% | -4.7% |
| 1Y | +18.2% | +32.9% | -14.7% | -2.8% |
| 3Y | +151.8% | +78.8% | +73.0% | +57.0% |
| All | +151.8% | +75.0% | +76.8% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling