+241.6%
MET vs CPB
-44.2%
+285.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -0.8% | -8.0% | +7.2% | +0.4% |
| 30D | -1.4% | -2.4% | +1.0% | -1.2% |
| 3M | +12.5% | +0.5% | +12.0% | +12.1% |
| 6M | +37.1% | -10.5% | +47.6% | +38.9% |
| YTD | +23.8% | -17.5% | +41.3% | +26.8% |
| 1Y | +24.1% | -31.0% | +55.2% | +30.7% |
| 3Y | +65.2% | -40.6% | +105.8% | +76.7% |
| 5Y | +82.3% | -37.7% | +120.0% | +92.7% |
| 10Y | +241.6% | -43.4% | +285.0% | +265.3% |
| All | +241.6% | -44.2% | +285.8% | +265.3% |
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