+242.5%
MET vs GEN
+157.3%
+85.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +1.0% |
| 7D | -2.5% | -4.4% | +1.9% | -1.4% |
| 30D | 0.0% | +3.7% | -3.8% | -1.0% |
| 3M | +13.1% | +22.2% | -9.2% | +7.2% |
| 6M | +39.0% | +38.9% | +0.1% | +26.6% |
| YTD | +25.2% | +11.9% | +13.3% | +20.4% |
| 1Y | +25.6% | +4.5% | +21.1% | +22.9% |
| 3Y | +67.1% | +59.0% | +8.1% | +45.8% |
| 5Y | +85.1% | +22.0% | +63.2% | +68.2% |
| All | +242.5% | +157.3% | +85.2% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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