+209.9%
MET vs MSCI
+799.4%
-589.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.6% | +3.1% |
| 7D | +1.3% | +1.5% | -0.1% | +0.8% |
| 30D | +4.0% | +14.4% | -10.4% | -1.2% |
| 3M | +4.6% | +15.2% | -10.6% | -0.9% |
| 6M | +32.8% | +11.2% | +21.6% | +26.5% |
| YTD | +32.3% | +13.9% | +18.4% | +24.0% |
| 1Y | +37.1% | +12.5% | +24.6% | +29.2% |
| 3Y | +86.8% | +32.3% | +54.5% | +61.5% |
| 5Y | +87.4% | +4.9% | +82.5% | +71.9% |
| 10Y | +209.9% | +779.7% | -569.8% | +34.8% |
| All | +209.9% | +799.4% | -589.5% | +34.8% |
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