+24.1%
MET vs GEN
+0.6%
+23.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.8% | -2.9% | +2.1% | -0.2% |
| 30D | -1.4% | +2.1% | -3.4% | -1.7% |
| 3M | +12.5% | +19.7% | -7.2% | +8.9% |
| 6M | +37.1% | +33.3% | +3.8% | +30.3% |
| YTD | +23.8% | +11.1% | +12.7% | +25.5% |
| 1Y | +24.1% | +3.0% | +21.1% | +27.8% |
| All | +24.1% | +0.6% | +23.5% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling