+87.4%
MET vs A
+16.0%
+71.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.4% | +2.5% |
| 7D | +1.3% | +4.8% | -3.4% | 0.0% |
| 30D | +4.0% | +5.6% | -1.6% | +2.3% |
| 3M | +4.6% | +23.6% | -19.0% | -2.2% |
| 6M | +32.8% | +56.4% | -23.6% | +14.0% |
| YTD | +32.3% | +33.4% | -1.1% | +19.6% |
| 1Y | +37.1% | +23.7% | +13.4% | +27.2% |
| 3Y | +86.8% | +71.0% | +15.8% | +49.6% |
| 5Y | +87.4% | +16.8% | +70.5% | +57.9% |
| All | +87.4% | +16.0% | +71.4% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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