+1,282.6%
MET vs GEN
+1,052.1%
+230.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.1% |
| 3M | +6.2% | +2.9% | +3.3% | +4.1% |
| 6M | +33.8% | +33.6% | +0.2% | +20.8% |
| YTD | +33.3% | +12.0% | +21.3% | +25.7% |
| 1Y | +36.3% | +16.2% | +20.2% | +27.1% |
| 3Y | +84.6% | +65.1% | +19.5% | +53.1% |
| 5Y | +87.7% | +33.3% | +54.4% | +62.0% |
| 10Y | +198.0% | +149.7% | +48.3% | +97.1% |
| All | +1,282.6% | +1,052.1% | +230.5% | +528.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling