+242.5%
MET vs FTI
+301.2%
-58.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +2.0% |
| 7D | -2.5% | -5.6% | +3.2% | -0.7% |
| 30D | 0.0% | +0.4% | -0.4% | -0.3% |
| 3M | +13.1% | +8.1% | +4.9% | +9.7% |
| 6M | +39.0% | +16.7% | +22.3% | +30.9% |
| YTD | +25.2% | +70.0% | -44.8% | +4.4% |
| 1Y | +25.6% | +85.4% | -59.8% | +1.4% |
| 3Y | +67.1% | +265.9% | -198.9% | +5.1% |
| 5Y | +85.1% | +1,072.7% | -987.6% | -25.9% |
| All | +242.5% | +301.2% | -58.7% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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