+85.7%
MET vs ACWI
+58.7%
+27.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.0% | +1.0% |
| 7D | +4.5% | +2.4% | +2.0% | +2.2% |
| 30D | +3.5% | -1.7% | +5.2% | +5.1% |
| 3M | +5.9% | -3.9% | +9.9% | +9.7% |
| 6M | +33.1% | +0.8% | +32.3% | +31.1% |
| YTD | +33.6% | +11.0% | +22.5% | +19.7% |
| 1Y | +32.7% | +13.1% | +19.6% | +16.8% |
| 3Y | +85.0% | +73.9% | +11.2% | +9.0% |
| All | +85.7% | +58.7% | +27.0% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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