+82.0%
MET vs ALL
+117.0%
-35.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.0% |
| 7D | +1.1% | -1.7% | +2.9% | +2.0% |
| 30D | -2.3% | -4.7% | +2.4% | -0.1% |
| 3M | +13.9% | +18.4% | -4.5% | +4.5% |
| 6M | +34.8% | +20.5% | +14.3% | +22.2% |
| YTD | +23.5% | +23.5% | 0.0% | +10.1% |
| 1Y | +23.4% | +29.0% | -5.6% | +7.3% |
| 3Y | +64.9% | +153.7% | -88.8% | +0.4% |
| 5Y | +82.0% | +114.8% | -32.7% | +22.4% |
| All | +82.0% | +117.0% | -35.0% | +22.4% |
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