+146.0%
TT vs MET
+85.3%
+60.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.5% | +1.5% |
| 7D | 0.0% | +1.2% | -1.2% | -0.5% |
| 30D | -7.2% | +1.4% | -8.6% | -7.8% |
| 3M | -3.0% | +17.7% | -20.7% | -10.1% |
| 6M | +1.4% | +35.0% | -33.6% | -11.9% |
| YTD | +15.9% | +26.3% | -10.4% | +3.5% |
| 1Y | +9.4% | +22.8% | -13.4% | -1.4% |
| 3Y | +124.4% | +65.9% | +58.4% | +72.0% |
| All | +146.0% | +85.3% | +60.7% | +77.1% |
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