+531.8%
FAST vs MET
+206.5%
+325.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | +4.8% | +1.8% | +3.0% | +4.0% |
| 30D | +8.6% | +4.8% | +3.8% | +6.5% |
| 3M | +5.7% | +6.2% | -0.5% | +3.0% |
| 6M | +25.5% | +33.8% | -8.3% | +10.9% |
| YTD | +39.6% | +33.3% | +6.3% | +23.1% |
| 1Y | +35.5% | +36.3% | -0.9% | +18.3% |
| 3Y | +96.2% | +84.6% | +11.6% | +48.6% |
| 5Y | +110.2% | +87.7% | +22.5% | +55.0% |
| 10Y | +531.8% | +198.0% | +333.9% | +242.7% |
| All | +531.8% | +206.5% | +325.4% | +242.7% |
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 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