+1,060.6%
FLEX vs MET
+247.1%
+813.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.6% | +5.8% |
| 7D | +7.0% | +1.1% | +5.8% | +6.0% |
| 30D | -5.8% | -2.3% | -3.5% | -4.6% |
| 3M | -24.2% | +13.9% | -38.1% | -31.3% |
| 6M | +90.8% | +34.8% | +56.0% | +54.3% |
| YTD | +89.2% | +23.5% | +65.7% | +60.8% |
| 1Y | +104.7% | +23.4% | +81.3% | +73.3% |
| 3Y | +478.1% | +64.9% | +413.2% | +299.6% |
| 5Y | +726.2% | +82.0% | +644.1% | +425.7% |
| 10Y | +1,060.6% | +244.4% | +816.2% | +393.6% |
| All | +1,060.6% | +247.1% | +813.5% | +393.6% |
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