+198.0%
MET vs CPB
-40.9%
+238.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +0.9% |
| 7D | +1.8% | +2.9% | -1.1% | +1.3% |
| 30D | +4.8% | +17.6% | -12.8% | +2.2% |
| 3M | +6.2% | +2.0% | +4.2% | +5.5% |
| 6M | +33.8% | +11.6% | +22.2% | +30.9% |
| YTD | +33.3% | -13.8% | +47.1% | +35.5% |
| 1Y | +36.3% | -21.6% | +57.9% | +40.7% |
| 3Y | +84.6% | -35.8% | +120.4% | +95.1% |
| 5Y | +87.7% | -33.3% | +121.0% | +96.1% |
| 10Y | +198.0% | -39.4% | +237.4% | +211.9% |
| All | +198.0% | -40.9% | +238.9% | +211.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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