+242.5%
MET vs BEN
+56.7%
+185.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.5% | +1.9% |
| 7D | -2.5% | +0.3% | -2.8% | -2.8% |
| 30D | 0.0% | +0.9% | -0.9% | -0.7% |
| 3M | +13.1% | +9.2% | +3.9% | +6.9% |
| 6M | +39.0% | +36.8% | +2.2% | +14.5% |
| YTD | +25.2% | +44.4% | -19.2% | -0.2% |
| 1Y | +25.6% | +45.8% | -20.2% | -0.9% |
| 3Y | +67.1% | +52.5% | +14.5% | +22.9% |
| 5Y | +85.1% | +37.7% | +47.4% | +37.3% |
| All | +242.5% | +56.7% | +185.8% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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