+78.9%
MET vs ALL
+143.1%
-64.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | +0.7% |
| 7D | -1.2% | -1.9% | +0.8% | -0.3% |
| 30D | +3.2% | +13.8% | -10.6% | -3.1% |
| 3M | -1.1% | -7.0% | +5.9% | +2.2% |
| 6M | +25.0% | +18.0% | +7.0% | +14.5% |
| YTD | +27.9% | +24.2% | +3.7% | +13.5% |
| 1Y | +32.9% | +31.2% | +1.7% | +14.6% |
| 3Y | +78.8% | +107.5% | -28.7% | +21.1% |
| All | +78.9% | +143.1% | -64.1% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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