+198.0%
MET vs MSCI
+789.3%
-591.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.2% |
| 7D | +1.8% | +2.7% | -0.9% | +0.7% |
| 30D | +4.8% | +16.2% | -11.4% | -1.0% |
| 3M | +6.2% | +17.1% | -10.9% | 0.0% |
| 6M | +33.8% | +13.0% | +20.8% | +26.7% |
| YTD | +33.3% | +15.8% | +17.5% | +24.2% |
| 1Y | +36.3% | +15.5% | +20.9% | +27.1% |
| 3Y | +84.6% | +32.3% | +52.3% | +59.6% |
| 5Y | +87.7% | +8.2% | +79.5% | +70.0% |
| 10Y | +198.0% | +800.7% | -602.7% | +26.8% |
| All | +198.0% | +789.3% | -591.3% | +26.8% |
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