+3.7%
U vs MET
+24.0%
-20.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.3% |
| 7D | -3.8% | +1.2% | -5.0% | -4.3% |
| 30D | +17.5% | +1.4% | +16.0% | +16.7% |
| 3M | +38.7% | +17.7% | +21.0% | +30.3% |
| 6M | +104.4% | +35.0% | +69.4% | +80.5% |
| YTD | -5.7% | +26.3% | -32.0% | -14.1% |
| 1Y | +3.7% | +22.8% | -19.1% | -5.1% |
| All | +3.7% | +24.0% | -20.3% | -5.1% |
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 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