+24.1%
MET vs NDAQ
+0.3%
+23.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.5% |
| 7D | -0.8% | -1.6% | +0.8% | -0.2% |
| 30D | -1.4% | -1.5% | +0.1% | -0.9% |
| 3M | +12.5% | +8.0% | +4.5% | +9.5% |
| 6M | +37.1% | +7.7% | +29.4% | +32.7% |
| YTD | +23.8% | -2.3% | +26.1% | +23.6% |
| 1Y | +24.1% | +0.6% | +23.6% | +21.7% |
| All | +24.1% | +0.3% | +23.8% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling