+53.3%
XLE vs MET
+24.0%
+29.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.2% |
| 7D | 0.0% | +1.1% | -1.1% | 0.0% |
| 30D | +12.6% | -2.3% | +15.0% | +12.8% |
| 3M | +11.8% | +13.9% | -2.0% | +11.3% |
| 6M | +16.1% | +34.8% | -18.7% | +15.0% |
| YTD | +46.9% | +23.5% | +23.3% | +47.3% |
| 1Y | +53.3% | +23.4% | +29.9% | +55.5% |
| All | +53.3% | +24.0% | +29.2% | +55.5% |
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