+21.4%
U vs MET
+35.9%
-14.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | +24.4% | +1.8% | +22.6% | +23.2% |
| 30D | +7.4% | +4.8% | +2.6% | +4.8% |
| 3M | +16.8% | +6.2% | +10.6% | +13.2% |
| 6M | +78.8% | +33.8% | +45.0% | +57.7% |
| YTD | +14.0% | +33.3% | -19.3% | +1.2% |
| All | +21.4% | +35.9% | -14.5% | +8.3% |
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