+190.7%
MET vs MSCI
+2,756.4%
-2,565.7%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +1.2% | +0.4% | +0.8% | +0.9% |
| 30D | +1.4% | +0.6% | +0.9% | +1.0% |
| 3M | +17.7% | -7.1% | +24.8% | +21.2% |
| 6M | +35.0% | +0.8% | +34.2% | +32.5% |
| YTD | +26.3% | +1.0% | +25.3% | +22.8% |
| 1Y | +22.8% | +4.3% | +18.5% | +16.7% |
| 3Y | +65.9% | +9.9% | +56.0% | +48.4% |
| 5Y | +85.4% | -6.8% | +92.1% | +70.5% |
| 10Y | +253.7% | +614.7% | -361.0% | -15.5% |
| All | +190.7% | +2,756.4% | -2,565.7% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling