+913.4%
ASX vs MET
+247.1%
+666.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.2% | +8.3% | +7.0% |
| 7D | +6.3% | +1.1% | +5.2% | +5.7% |
| 30D | +6.4% | -2.3% | +8.7% | +7.3% |
| 3M | +13.1% | +13.9% | -0.7% | +6.0% |
| 6M | +90.3% | +34.8% | +55.5% | +64.7% |
| YTD | +149.6% | +23.5% | +126.1% | +123.5% |
| 1Y | +249.2% | +23.4% | +225.8% | +211.3% |
| 3Y | +445.9% | +64.9% | +381.0% | +319.0% |
| 5Y | +477.7% | +82.0% | +395.7% | +319.8% |
| 10Y | +913.4% | +244.4% | +669.0% | +444.8% |
| All | +913.4% | +247.1% | +666.3% | +444.8% |
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