+194.4%
MET vs CPB
-38.9%
+233.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.3% |
| 7D | +4.5% | -1.6% | +6.0% | +4.7% |
| 30D | +3.5% | +19.2% | -15.7% | +0.7% |
| 3M | +5.9% | -0.9% | +6.9% | +5.8% |
| 6M | +33.1% | +15.2% | +17.8% | +29.5% |
| YTD | +33.6% | -13.1% | +46.6% | +35.6% |
| 1Y | +32.7% | -22.4% | +55.1% | +37.2% |
| 3Y | +85.0% | -35.3% | +120.4% | +95.3% |
| 5Y | +85.6% | -33.0% | +118.6% | +93.8% |
| All | +194.4% | -38.9% | +233.3% | +209.9% |
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