+1,209.8%
MET vs MDY
+987.8%
+222.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.8% |
| 7D | +1.2% | +0.1% | +1.0% | +1.0% |
| 30D | +1.4% | -1.5% | +2.9% | +3.1% |
| 3M | +17.7% | +0.8% | +16.9% | +16.0% |
| 6M | +35.0% | +7.4% | +27.6% | +23.1% |
| YTD | +26.3% | +15.2% | +11.1% | +6.0% |
| 1Y | +22.8% | +16.5% | +6.3% | +1.5% |
| 3Y | +65.9% | +46.8% | +19.1% | +3.3% |
| 5Y | +85.4% | +46.0% | +39.3% | +13.1% |
| 10Y | +253.7% | +172.1% | +81.6% | +4.2% |
| All | +1,209.8% | +987.8% | +222.0% | +9.9% |
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 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