+209.9%
MET vs FN
+837.6%
-627.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.9% | -8.4% | +1.6% |
| 7D | +1.3% | +16.3% | -15.0% | -1.7% |
| 30D | +4.0% | -24.7% | +28.8% | +7.9% |
| 3M | +4.6% | -34.9% | +39.5% | +10.1% |
| 6M | +32.8% | -41.1% | +73.9% | +39.7% |
| YTD | +32.3% | -19.6% | +51.9% | +27.9% |
| 1Y | +37.1% | -18.5% | +55.7% | +31.3% |
| 3Y | +86.8% | +119.1% | -32.3% | +32.3% |
| 5Y | +87.4% | +206.9% | -119.6% | +15.8% |
| 10Y | +209.9% | +826.4% | -616.5% | +49.6% |
| All | +209.9% | +837.6% | -627.7% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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