+157.6%
B vs MET
+85.3%
+72.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.6% | -0.6% | -1.9% |
| 7D | -1.6% | +1.2% | -2.7% | -1.8% |
| 30D | +9.4% | +1.4% | +8.0% | +9.1% |
| 3M | +5.0% | +17.7% | -12.7% | +2.1% |
| 6M | -3.5% | +35.0% | -38.5% | -8.3% |
| YTD | +4.5% | +26.3% | -21.8% | +0.2% |
| 1Y | +67.8% | +22.8% | +45.0% | +61.4% |
| 3Y | +196.7% | +65.9% | +130.8% | +172.2% |
| All | +157.6% | +85.3% | +72.3% | +144.9% |
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