+1,209.8%
MET vs IBN
+1,766.2%
-556.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +1.2% | +1.4% | -0.3% | +0.7% |
| 30D | +1.4% | -0.3% | +1.7% | +1.5% |
| 3M | +17.7% | +17.1% | +0.6% | +11.4% |
| 6M | +35.0% | +3.4% | +31.6% | +33.2% |
| YTD | +26.3% | +2.5% | +23.8% | +24.8% |
| 1Y | +22.8% | -4.2% | +27.0% | +23.9% |
| 3Y | +65.9% | +32.4% | +33.5% | +48.4% |
| 5Y | +85.4% | +59.2% | +26.2% | +54.1% |
| 10Y | +253.7% | +345.7% | -92.0% | +95.7% |
| All | +1,209.8% | +1,766.2% | -556.4% | +381.5% |
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