+49.9%
TRV vs MET
+35.0%
+14.8%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.7% |
| 7D | +3.9% | +3.9% | 0.0% | +2.6% |
| 30D | +13.5% | +6.8% | +6.6% | +11.0% |
| 3M | +8.9% | +7.7% | +1.2% | +6.3% |
| 6M | +36.8% | +32.9% | +3.8% | +27.0% |
| YTD | +42.7% | +33.9% | +8.8% | +31.5% |
| 1Y | +49.9% | +33.0% | +16.8% | +38.3% |
| All | +49.9% | +35.0% | +14.8% | +38.3% |
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