+1,209.8%
MET vs BEN
+570.8%
+639.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -4.1% |
| 7D | +1.2% | +0.2% | +0.9% | +0.8% |
| 30D | +1.4% | -0.5% | +2.0% | +1.5% |
| 3M | +17.7% | +9.7% | +8.0% | +9.4% |
| 6M | +35.0% | +33.9% | +1.1% | +8.1% |
| YTD | +26.3% | +49.0% | -22.7% | -6.4% |
| 1Y | +22.8% | +42.1% | -19.3% | -6.5% |
| 3Y | +65.9% | +51.9% | +14.1% | +13.6% |
| 5Y | +85.4% | +39.0% | +46.3% | +25.9% |
| 10Y | +253.7% | +57.9% | +195.8% | +100.4% |
| All | +1,209.8% | +570.8% | +639.0% | +219.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling