+32.7%
MET vs BEN
+65.1%
-32.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.3% | +0.6% |
| 7D | +4.5% | +6.8% | -2.3% | +1.7% |
| 30D | +3.5% | +18.0% | -14.4% | -3.2% |
| 3M | +5.9% | +7.5% | -1.5% | +2.7% |
| 6M | +33.1% | +14.7% | +18.4% | +24.2% |
| YTD | +33.6% | +56.1% | -22.5% | +5.3% |
| 1Y | +32.7% | +69.6% | -36.9% | -1.7% |
| All | +32.7% | +65.1% | -32.4% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling