+84.2%
MET vs EMB
+7.3%
+76.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.4% |
| 7D | +2.1% | -0.7% | +2.8% | +2.7% |
| 30D | +1.8% | +0.5% | +1.3% | +1.4% |
| 3M | +6.0% | -2.5% | +8.5% | +8.2% |
| 6M | +31.1% | -2.0% | +33.1% | +33.2% |
| YTD | +32.6% | -0.9% | +33.4% | +33.5% |
| 1Y | +30.5% | -0.3% | +30.8% | +30.8% |
| 3Y | +83.6% | +29.2% | +54.4% | +52.6% |
| 5Y | +84.2% | +7.4% | +76.7% | +69.1% |
| All | +84.2% | +7.3% | +76.9% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 5y: compounded portfolio wealth divided by compounded EMB 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…
5y analysis · Full analysis span regression · 6 months rolling