+8.9%
GE vs MET
+35.0%
-26.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.0% |
| 7D | +9.4% | +3.9% | +5.5% | +8.0% |
| 30D | +7.5% | +6.8% | +0.7% | +5.2% |
| 3M | -12.5% | +7.7% | -20.2% | -14.8% |
| 6M | +17.8% | +32.9% | -15.1% | +5.0% |
| YTD | +7.4% | +33.9% | -26.5% | -7.0% |
| 1Y | +8.9% | +33.0% | -24.1% | -5.9% |
| All | +8.9% | +35.0% | -26.1% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling