+152.5%
JPM vs MET
+82.9%
+69.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -0.4% | -0.8% | +0.3% | 0.0% |
| 30D | -1.4% | -1.4% | 0.0% | -0.6% |
| 3M | +13.9% | +12.5% | +1.4% | +5.0% |
| 6M | +23.5% | +37.1% | -13.6% | -0.2% |
| YTD | +11.6% | +23.8% | -12.1% | -3.8% |
| 1Y | +21.4% | +24.1% | -2.8% | +3.9% |
| 3Y | +163.4% | +65.2% | +98.2% | +83.2% |
| 5Y | +152.5% | +82.3% | +70.3% | +62.8% |
| All | +152.5% | +82.9% | +69.6% | +62.8% |
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