+202.8%
TER vs MET
+85.3%
+117.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +6.4% |
| 7D | +0.6% | +1.2% | -0.5% | -0.1% |
| 30D | -8.3% | +1.4% | -9.7% | -9.2% |
| 3M | -12.2% | +17.7% | -29.9% | -21.5% |
| 6M | +17.1% | +35.0% | -17.9% | -4.1% |
| YTD | +84.7% | +26.3% | +58.4% | +56.7% |
| 1Y | +199.9% | +22.8% | +177.1% | +158.2% |
| 3Y | +232.8% | +65.9% | +166.8% | +132.8% |
| All | +202.8% | +85.3% | +117.5% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling