+1,289.4%
MET vs IBN
+2,039.6%
-750.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | 0.0% | +11.1% | -11.1% | -3.6% |
| 30D | +3.4% | +23.9% | -20.5% | -4.1% |
| 3M | +7.0% | +16.3% | -9.3% | +1.3% |
| 6M | +34.6% | +34.2% | +0.4% | +21.4% |
| YTD | +34.0% | +17.6% | +16.4% | +26.0% |
| 1Y | +35.9% | +13.8% | +22.1% | +29.3% |
| 3Y | +85.5% | +57.0% | +28.5% | +56.2% |
| 5Y | +87.8% | +75.3% | +12.4% | +51.2% |
| 10Y | +199.7% | +388.7% | -189.0% | +61.1% |
| All | +1,289.4% | +2,039.6% | -750.3% | +386.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling