+82.3%
MET vs ETR
+122.8%
-40.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -1.4% | +2.0% | -3.4% | -2.0% |
| 3M | +12.5% | -1.7% | +14.2% | +12.9% |
| 6M | +37.1% | +3.6% | +33.5% | +34.9% |
| YTD | +23.8% | +18.0% | +5.7% | +16.5% |
| 1Y | +24.1% | +26.2% | -2.1% | +14.1% |
| 3Y | +65.2% | +148.0% | -82.8% | +19.3% |
| 5Y | +82.3% | +126.1% | -43.8% | +32.7% |
| All | +82.3% | +122.8% | -40.5% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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