+346.4%
TER vs MET
+1,300.1%
-953.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.6% | +7.1% | +6.3% |
| 7D | +0.6% | +1.2% | -0.5% | 0.0% |
| 30D | -8.3% | +1.4% | -9.7% | -9.1% |
| 3M | -12.2% | +17.7% | -29.9% | -19.9% |
| 6M | +17.1% | +35.0% | -17.9% | +0.1% |
| YTD | +84.7% | +26.3% | +58.4% | +62.5% |
| 1Y | +199.9% | +22.8% | +177.1% | +167.0% |
| 3Y | +232.8% | +65.9% | +166.8% | +155.5% |
| 5Y | +198.6% | +85.4% | +113.2% | +116.3% |
| 10Y | +1,669.7% | +253.7% | +1,416.0% | +794.5% |
| All | +346.4% | +1,300.1% | -953.8% | +12.5% |
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