+146.9%
GILD vs MET
+82.7%
+64.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.7% |
| 7D | -3.0% | +0.1% | -3.2% | -3.1% |
| 30D | +5.8% | +0.1% | +5.7% | +5.8% |
| 3M | +17.3% | +10.7% | +6.6% | +14.3% |
| 6M | +1.6% | +45.8% | -44.2% | -7.5% |
| YTD | +20.8% | +26.4% | -5.7% | +13.4% |
| 1Y | +31.1% | +24.4% | +6.7% | +23.4% |
| 3Y | +106.9% | +62.0% | +44.8% | +78.5% |
| 5Y | +146.9% | +87.0% | +60.0% | +110.1% |
| All | +146.9% | +82.7% | +64.2% | +110.1% |
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