+192.2%
MET vs BEN
+58.0%
+134.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | +2.1% | +11.3% | -9.2% | -4.1% |
| 30D | +1.8% | +15.0% | -13.2% | -6.3% |
| 3M | +6.0% | +7.8% | -1.8% | +1.0% |
| 6M | +31.1% | +15.5% | +15.6% | +19.3% |
| YTD | +32.6% | +55.4% | -22.8% | +0.7% |
| 1Y | +30.5% | +63.3% | -32.8% | -3.8% |
| 3Y | +83.6% | +83.4% | +0.1% | +20.1% |
| 5Y | +84.2% | +28.1% | +56.1% | +45.9% |
| All | +192.2% | +58.0% | +134.1% | +74.9% |
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