+199.7%
MET vs ENB
+102.5%
+97.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.3% |
| 7D | 0.0% | -1.8% | +1.8% | +1.1% |
| 30D | +3.4% | +2.0% | +1.3% | +2.1% |
| 3M | +7.0% | -5.8% | +12.8% | +10.5% |
| 6M | +34.6% | -9.7% | +44.3% | +42.3% |
| YTD | +34.0% | +4.2% | +29.7% | +28.8% |
| 1Y | +35.9% | +3.2% | +32.7% | +31.4% |
| 3Y | +85.5% | +70.6% | +14.9% | +29.4% |
| 5Y | +87.8% | +55.1% | +32.6% | +37.5% |
| 10Y | +199.7% | +107.6% | +92.1% | +78.4% |
| All | +199.7% | +102.5% | +97.2% | +78.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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