+82.0%
MET vs GEN
+22.3%
+59.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -1.4% |
| 7D | +1.1% | -0.7% | +1.8% | +1.4% |
| 30D | -2.3% | +2.6% | -5.0% | -3.1% |
| 3M | +13.9% | +15.8% | -1.9% | +8.7% |
| 6M | +34.8% | +33.1% | +1.7% | +22.4% |
| YTD | +23.5% | +11.3% | +12.2% | +18.6% |
| 1Y | +23.4% | +1.7% | +21.7% | +21.9% |
| 3Y | +64.9% | +58.1% | +6.7% | +40.4% |
| 5Y | +82.0% | +20.6% | +61.4% | +65.0% |
| All | +82.0% | +22.3% | +59.7% | +65.0% |
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