+243.8%
MET vs MDY
+177.2%
+66.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | -0.5% |
| 7D | -0.5% | -1.9% | +1.4% | +1.5% |
| 30D | +0.5% | -4.6% | +5.1% | +5.6% |
| 3M | +11.6% | -1.2% | +12.8% | +12.6% |
| 6M | +40.8% | +9.2% | +31.6% | +27.2% |
| YTD | +25.7% | +13.1% | +12.6% | +9.3% |
| 1Y | +24.4% | +13.0% | +11.4% | +8.0% |
| 3Y | +67.5% | +49.2% | +18.2% | +6.5% |
| 5Y | +85.8% | +47.2% | +38.6% | +17.6% |
| All | +243.8% | +177.2% | +66.6% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling