+194.3%
MET vs MSCI
+3,095.4%
-2,901.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -0.3% |
| 7D | -1.2% | +2.8% | -4.0% | -2.6% |
| 30D | +3.2% | +15.4% | -12.2% | -4.4% |
| 3M | -1.1% | +13.4% | -14.5% | -7.7% |
| 6M | +25.0% | +10.9% | +14.1% | +16.8% |
| YTD | +27.9% | +13.0% | +14.9% | +17.0% |
| 1Y | +32.9% | +12.0% | +20.8% | +22.0% |
| 3Y | +78.8% | +34.1% | +44.7% | +43.6% |
| 5Y | +79.6% | +3.9% | +75.7% | +56.8% |
| 10Y | +228.1% | +802.0% | -573.9% | -31.5% |
| All | +194.3% | +3,095.4% | -2,901.0% | -76.3% |
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