+13.5%
U vs MET
+66.4%
-53.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +4.2% |
| 7D | +4.5% | +1.1% | +3.3% | +3.5% |
| 30D | -0.6% | -2.3% | +1.7% | +1.0% |
| 3M | +48.4% | +13.9% | +34.6% | +34.7% |
| 6M | +115.4% | +34.8% | +80.6% | +70.7% |
| YTD | -3.2% | +23.5% | -26.8% | -18.1% |
| 1Y | -6.0% | +23.4% | -29.4% | -20.8% |
| 3Y | +13.5% | +64.9% | -51.4% | -31.0% |
| All | +13.5% | +66.4% | -53.0% | -31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling