+427.0%
MCK vs MET
+249.3%
+177.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | -2.9% | -0.5% | -2.4% | -2.8% |
| 30D | +0.4% | +0.5% | -0.1% | +0.2% |
| 3M | +12.1% | +11.6% | +0.5% | +7.7% |
| 6M | -5.4% | +40.8% | -46.2% | -16.4% |
| YTD | +7.8% | +25.7% | -17.9% | -1.3% |
| 1Y | +22.9% | +24.4% | -1.4% | +12.6% |
| 3Y | +110.7% | +67.5% | +43.3% | +66.7% |
| 5Y | +346.2% | +85.8% | +260.4% | +229.3% |
| All | +427.0% | +249.3% | +177.7% | +142.8% |
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 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