+87.8%
MET vs IBN
+74.4%
+13.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | 0.0% | +11.1% | -11.1% | -4.2% |
| 30D | +3.4% | +23.9% | -20.5% | -5.3% |
| 3M | +7.0% | +16.3% | -9.3% | +0.4% |
| 6M | +34.6% | +34.2% | +0.4% | +19.0% |
| YTD | +34.0% | +17.6% | +16.4% | +24.5% |
| 1Y | +35.9% | +13.8% | +22.1% | +28.0% |
| 3Y | +85.5% | +57.0% | +28.5% | +48.8% |
| 5Y | +87.8% | +75.3% | +12.4% | +37.4% |
| All | +87.8% | +74.4% | +13.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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