+1,587.5%
LITE vs MET
+206.5%
+1,381.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.5% | -2.1% |
| 7D | -13.9% | +1.8% | -15.7% | -14.4% |
| 30D | -46.9% | +4.8% | -51.7% | -48.2% |
| 3M | -28.0% | +6.2% | -34.2% | -30.6% |
| 6M | -35.2% | +33.8% | -69.0% | -45.1% |
| YTD | +58.9% | +33.3% | +25.6% | +33.6% |
| 1Y | +125.3% | +36.3% | +89.0% | +87.0% |
| 3Y | +1,344.4% | +84.6% | +1,259.8% | +939.5% |
| 5Y | +541.2% | +87.7% | +453.5% | +353.2% |
| 10Y | +1,587.5% | +198.0% | +1,389.6% | +823.9% |
| All | +1,587.5% | +206.5% | +1,381.1% | +823.9% |
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 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