+244.4%
MET vs MSCI
+594.9%
-350.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -0.8% |
| 7D | +1.1% | -2.1% | +3.2% | +1.9% |
| 30D | -2.3% | -1.7% | -0.6% | -1.7% |
| 3M | +13.9% | -8.2% | +22.1% | +16.9% |
| 6M | +34.8% | -2.4% | +37.2% | +34.8% |
| YTD | +23.5% | -2.8% | +26.4% | +23.1% |
| 1Y | +23.4% | -2.7% | +26.1% | +22.4% |
| 3Y | +64.9% | +7.3% | +57.6% | +54.5% |
| 5Y | +82.0% | -11.4% | +93.5% | +77.4% |
| 10Y | +244.4% | +605.8% | -361.5% | +59.0% |
| All | +244.4% | +594.9% | -350.6% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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