+85.1%
MET vs INDA
+4.5%
+80.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.9% |
| 7D | -2.5% | -3.6% | +1.2% | -0.1% |
| 30D | 0.0% | -4.0% | +3.9% | +2.6% |
| 3M | +13.1% | +1.7% | +11.3% | +11.5% |
| 6M | +39.0% | -3.6% | +42.6% | +41.9% |
| YTD | +25.2% | -11.0% | +36.2% | +35.0% |
| 1Y | +25.6% | -9.5% | +35.1% | +33.6% |
| 3Y | +67.1% | +7.6% | +59.4% | +53.8% |
| 5Y | +85.1% | +4.8% | +80.3% | +70.2% |
| All | +85.1% | +4.5% | +80.6% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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