+32.7%
MET vs FND
-24.7%
+57.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.1% |
| 7D | +4.5% | -6.8% | +11.3% | +5.4% |
| 30D | +3.5% | +8.0% | -4.4% | +2.6% |
| 3M | +5.9% | -18.9% | +24.9% | +8.1% |
| 6M | +33.1% | +4.7% | +28.4% | +29.8% |
| YTD | +33.6% | -21.6% | +55.2% | +32.9% |
| 1Y | +32.7% | -22.0% | +54.7% | +32.0% |
| All | +32.7% | -24.7% | +57.4% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling