+2,027.4%
TRV vs MET
+1,272.5%
+755.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.2% | -0.8% | +0.9% | +0.5% |
| 30D | -2.3% | -1.4% | -1.0% | -1.8% |
| 3M | +22.7% | +12.5% | +10.2% | +16.6% |
| 6M | +21.9% | +37.1% | -15.1% | +6.5% |
| YTD | +27.5% | +23.8% | +3.7% | +15.8% |
| 1Y | +36.2% | +24.1% | +12.1% | +23.4% |
| 3Y | +140.6% | +65.2% | +75.4% | +90.5% |
| 5Y | +154.5% | +82.3% | +72.3% | +91.1% |
| 10Y | +295.4% | +241.6% | +53.8% | +118.9% |
| All | +2,027.4% | +1,272.5% | +755.0% | +397.7% |
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