+7.7%
V vs MET
+23.2%
-15.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -2.9% | -0.8% | -2.2% | -2.6% |
| 30D | +1.9% | -1.4% | +3.2% | +2.5% |
| 3M | +13.2% | +12.5% | +0.7% | +7.2% |
| 6M | +16.7% | +37.1% | -20.4% | +0.9% |
| YTD | +5.4% | +23.8% | -18.4% | -4.8% |
| 1Y | +7.7% | +24.1% | -16.5% | -2.5% |
| All | +7.7% | +23.2% | -15.6% | -2.5% |
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