+427.0%
GE vs MET
+88.5%
+338.5%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.2% |
| 7D | +4.0% | 0.0% | +4.0% | +4.0% |
| 30D | +11.1% | +3.4% | +7.7% | +9.1% |
| 3M | -6.7% | +7.0% | -13.7% | -10.2% |
| 6M | +14.3% | +34.6% | -20.4% | -3.7% |
| YTD | +11.7% | +34.0% | -22.2% | -6.0% |
| 1Y | +10.9% | +35.9% | -25.0% | -7.7% |
| 3Y | +279.0% | +85.5% | +193.5% | +155.8% |
| 5Y | +427.0% | +87.8% | +339.2% | +245.8% |
| All | +427.0% | +88.5% | +338.5% | +245.8% |
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