+842.6%
ASX vs MET
+227.5%
+615.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.5% | +5.2% | +7.1% |
| 7D | -12.3% | +1.3% | -13.6% | -12.5% |
| 30D | -26.0% | +4.0% | -30.0% | -27.1% |
| 3M | -8.1% | +4.6% | -12.7% | -10.0% |
| 6M | +1.4% | +32.8% | -31.4% | -11.8% |
| YTD | +115.6% | +32.3% | +83.3% | +87.1% |
| 1Y | +128.0% | +37.1% | +90.9% | +94.4% |
| 3Y | +371.4% | +86.8% | +284.6% | +240.9% |
| 5Y | +469.4% | +87.4% | +382.0% | +307.5% |
| 10Y | +842.6% | +209.9% | +632.7% | +424.7% |
| All | +842.6% | +227.5% | +615.2% | +424.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling