+3,552.3%
ASX vs MET
+696.2%
+2,856.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.1% |
| 6M | +71.4% | +35.0% | +36.4% | +54.0% |
| YTD | +135.3% | +26.3% | +109.0% | +115.4% |
| 1Y | +267.5% | +22.8% | +244.7% | +238.4% |
| 3Y | +388.5% | +65.9% | +322.5% | +304.0% |
| 5Y | +417.1% | +85.4% | +331.7% | +310.2% |
| 10Y | +872.7% | +253.7% | +619.0% | +502.8% |
| All | +3,552.3% | +696.2% | +2,856.1% | +1,236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling