+60.4%
CVS vs MET
+197.3%
-136.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | +6.6% | +4.5% | +2.1% | +4.8% |
| 30D | -0.4% | +3.5% | -4.0% | -2.0% |
| 3M | -5.3% | +5.9% | -11.2% | -7.7% |
| 6M | -7.7% | +33.1% | -40.8% | -17.8% |
| YTD | +16.0% | +33.6% | -17.5% | +2.6% |
| 1Y | +16.2% | +32.7% | -16.5% | +2.9% |
| 3Y | +47.6% | +85.0% | -37.5% | +11.8% |
| 5Y | +12.3% | +85.6% | -73.3% | -16.4% |
| All | +60.4% | +197.3% | -136.9% | -7.4% |
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