+392.6%
ASX vs MET
+65.9%
+326.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | -0.7% | +1.2% | -1.9% | -1.1% |
| 30D | +2.0% | +1.4% | +0.6% | +1.4% |
| 3M | -1.3% | +17.7% | -19.0% | -7.5% |
| 6M | +71.4% | +35.0% | +36.4% | +51.3% |
| YTD | +135.3% | +26.3% | +109.0% | +112.3% |
| 1Y | +267.5% | +22.8% | +244.7% | +234.0% |
| All | +392.6% | +65.9% | +326.7% | +268.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling