+87.4%
MET vs EXR
-0.5%
+87.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.3% |
| 7D | +1.3% | +2.7% | -1.4% | +0.6% |
| 30D | +4.0% | +18.9% | -14.9% | -1.0% |
| 3M | +4.6% | +8.4% | -3.8% | +2.2% |
| 6M | +32.8% | +14.3% | +18.5% | +27.7% |
| YTD | +32.3% | +27.2% | +5.0% | +23.3% |
| 1Y | +37.1% | +25.9% | +11.2% | +28.1% |
| 3Y | +86.8% | +54.6% | +32.2% | +61.2% |
| 5Y | +87.4% | -0.6% | +88.0% | +73.1% |
| All | +87.4% | -0.5% | +87.8% | +73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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