+87.7%
MET vs GEN
+31.7%
+56.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +1.8% | +1.0% | +0.7% | +1.5% |
| 30D | +4.8% | +29.1% | -24.3% | -2.4% |
| 3M | +6.2% | +2.9% | +3.3% | +4.7% |
| 6M | +33.8% | +33.6% | +0.2% | +21.5% |
| YTD | +33.3% | +12.0% | +21.3% | +27.1% |
| 1Y | +36.3% | +16.2% | +20.2% | +28.4% |
| 3Y | +84.6% | +65.1% | +19.5% | +55.3% |
| 5Y | +87.7% | +33.3% | +54.4% | +57.5% |
| All | +87.7% | +31.7% | +56.0% | +57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling