+486.8%
ASX vs MET
+85.0%
+401.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.4% |
| 7D | +12.4% | +4.5% | +7.9% | +10.5% |
| 30D | -19.8% | +3.5% | -23.4% | -20.8% |
| 3M | -10.3% | +5.9% | -16.3% | -12.5% |
| 6M | +1.2% | +33.1% | -31.8% | -12.0% |
| YTD | +123.0% | +33.6% | +89.5% | +92.5% |
| 1Y | +145.4% | +32.7% | +112.8% | +112.3% |
| 3Y | +368.6% | +85.0% | +283.6% | +227.5% |
| All | +486.8% | +85.0% | +401.8% | +306.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling