+411.4%
MET vs IAU
+751.7%
-340.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -1.3% |
| 7D | +2.1% | -5.5% | +7.6% | +1.7% |
| 30D | +1.8% | -7.0% | +8.8% | +1.2% |
| 3M | +6.0% | -12.3% | +18.3% | +4.9% |
| 6M | +31.1% | -17.9% | +49.1% | +29.0% |
| YTD | +32.6% | -10.3% | +42.9% | +31.8% |
| 1Y | +30.5% | -7.9% | +38.4% | +30.1% |
| 3Y | +83.6% | +98.7% | -15.1% | +98.3% |
| 5Y | +84.2% | +105.0% | -20.9% | +99.7% |
| 10Y | +196.6% | +207.7% | -11.1% | +238.9% |
| All | +411.4% | +751.7% | -340.4% | +482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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