+1,285.4%
MET vs MDY
+960.8%
+324.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +4.5% | +2.3% | +2.2% | +1.8% |
| 30D | +3.5% | +2.0% | +1.5% | +1.1% |
| 3M | +5.9% | -5.6% | +11.6% | +13.1% |
| 6M | +33.1% | +1.3% | +31.8% | +30.0% |
| YTD | +33.6% | +12.3% | +21.2% | +15.3% |
| 1Y | +32.7% | +15.8% | +16.9% | +10.5% |
| 3Y | +85.0% | +56.5% | +28.6% | +6.6% |
| 5Y | +85.6% | +35.1% | +50.4% | +24.0% |
| 10Y | +198.8% | +167.4% | +31.4% | -10.2% |
| All | +1,285.4% | +960.8% | +324.7% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling