-2.8%
XLC vs MET
+23.2%
-26.0%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.4% | -0.8% | -0.7% | -1.2% |
| 30D | -0.9% | -1.4% | +0.5% | -0.6% |
| 3M | -0.3% | +12.5% | -12.8% | -3.2% |
| 6M | -5.2% | +37.1% | -42.3% | -12.4% |
| YTD | -5.3% | +23.8% | -29.1% | -10.9% |
| 1Y | -2.8% | +24.1% | -26.9% | -8.9% |
| All | -2.8% | +23.2% | -26.0% | -8.9% |
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