+748.4%
ASX vs MET
+222.3%
+526.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.1% |
| 7D | -19.9% | -1.2% | -18.8% | -19.3% |
| 30D | -30.9% | +3.2% | -34.1% | -31.8% |
| 3M | -15.1% | -1.1% | -14.0% | -14.9% |
| 6M | -6.5% | +25.0% | -31.5% | -16.4% |
| YTD | +98.4% | +27.9% | +70.6% | +74.9% |
| 1Y | +107.9% | +32.9% | +75.0% | +79.8% |
| 3Y | +325.3% | +78.8% | +246.5% | +214.4% |
| 5Y | +447.3% | +79.6% | +367.7% | +300.3% |
| All | +748.4% | +222.3% | +526.1% | +392.2% |
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