+24.8%
UPS vs MET
+31.9%
-7.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.1% | +1.5% |
| 7D | +3.8% | +4.5% | -0.7% | +2.1% |
| 30D | +17.4% | +3.5% | +13.8% | +15.9% |
| 3M | +8.2% | +5.9% | +2.3% | +6.0% |
| 6M | +17.9% | +33.1% | -15.1% | +4.8% |
| YTD | +18.7% | +33.6% | -14.9% | +3.7% |
| 1Y | +24.8% | +32.7% | -7.9% | +9.2% |
| All | +24.8% | +31.9% | -7.1% | +9.2% |
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