+7.1%
USAR vs MET
+25.8%
-18.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | -11.6% | -0.5% | -11.1% | -11.5% |
| 30D | -15.5% | +0.5% | -16.0% | -15.7% |
| 3M | -31.0% | +11.6% | -42.6% | -35.5% |
| 6M | -26.2% | +40.8% | -67.0% | -42.6% |
| YTD | +30.8% | +25.7% | +5.1% | +8.2% |
| 1Y | +7.1% | +24.4% | -17.3% | -3.3% |
| All | +7.1% | +25.8% | -18.7% | -3.3% |
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