+65.0%
MET vs MDY
+48.7%
+16.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +1.1% |
| 7D | -0.8% | -0.8% | 0.0% | -0.1% |
| 30D | -1.4% | -3.9% | +2.5% | +2.1% |
| 3M | +12.5% | 0.0% | +12.6% | +12.1% |
| 6M | +37.1% | +8.5% | +28.5% | +26.3% |
| YTD | +23.8% | +13.2% | +10.6% | +9.6% |
| 1Y | +24.1% | +15.0% | +9.1% | +8.1% |
| All | +65.0% | +48.7% | +16.3% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling