+82.3%
MET vs ENB
+68.4%
+13.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.8% | -0.3% | -0.4% | -0.6% |
| 30D | -1.4% | -1.1% | -0.3% | -0.9% |
| 3M | +12.5% | -8.5% | +21.0% | +17.4% |
| 6M | +37.1% | -4.5% | +41.6% | +39.8% |
| YTD | +23.8% | +9.1% | +14.7% | +16.8% |
| 1Y | +24.1% | +8.0% | +16.2% | +17.7% |
| 3Y | +65.2% | +77.8% | -12.6% | +14.6% |
| 5Y | +82.3% | +69.4% | +12.9% | +24.3% |
| All | +82.3% | +68.4% | +13.8% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling