+1,289.4%
MET vs BEN
+608.3%
+681.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | 0.0% | +7.2% | -7.1% | -5.0% |
| 30D | +3.4% | +14.1% | -10.7% | -6.2% |
| 3M | +7.0% | +9.9% | -3.0% | -0.7% |
| 6M | +34.6% | +17.4% | +17.2% | +18.4% |
| YTD | +34.0% | +57.3% | -23.4% | -5.0% |
| 1Y | +35.9% | +66.9% | -31.0% | -7.7% |
| 3Y | +85.5% | +85.7% | -0.2% | +9.5% |
| 5Y | +87.8% | +31.2% | +56.5% | +34.8% |
| 10Y | +199.7% | +61.0% | +138.6% | +68.4% |
| All | +1,289.4% | +608.3% | +681.1% | +224.2% |
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