+199.7%
MET vs GEN
+156.5%
+43.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | 0.0% |
| 7D | 0.0% | -0.8% | +0.9% | +0.2% |
| 30D | +3.4% | +31.2% | -27.8% | -3.5% |
| 3M | +7.0% | +6.1% | +0.9% | +4.6% |
| 6M | +34.6% | +38.1% | -3.5% | +22.6% |
| YTD | +34.0% | +14.4% | +19.6% | +27.2% |
| 1Y | +35.9% | +15.1% | +20.8% | +28.9% |
| 3Y | +85.5% | +68.5% | +16.9% | +58.8% |
| 5Y | +87.8% | +35.8% | +51.9% | +65.4% |
| 10Y | +199.7% | +155.4% | +44.3% | +117.2% |
| All | +199.7% | +156.5% | +43.2% | +117.2% |
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