+85.0%
MET vs MSCI
+33.7%
+51.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.3% | +0.5% |
| 7D | +4.5% | +2.7% | +1.8% | +3.7% |
| 30D | +3.5% | +17.4% | -13.9% | -1.1% |
| 3M | +5.9% | +14.8% | -8.9% | +1.7% |
| 6M | +33.1% | +16.1% | +16.9% | +26.5% |
| YTD | +33.6% | +16.0% | +17.6% | +26.4% |
| 1Y | +32.7% | +16.4% | +16.2% | +25.4% |
| 3Y | +85.0% | +35.3% | +49.7% | +62.7% |
| All | +85.0% | +33.7% | +51.4% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling