+82.0%
MET vs NDAQ
+55.5%
+26.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.3% |
| 7D | +1.1% | -2.6% | +3.7% | +2.3% |
| 30D | -2.3% | +0.5% | -2.8% | -2.6% |
| 3M | +13.9% | +9.9% | +4.0% | +8.7% |
| 6M | +34.8% | +8.2% | +26.6% | +29.0% |
| YTD | +23.5% | -1.5% | +25.0% | +23.2% |
| 1Y | +23.4% | +1.3% | +22.1% | +21.1% |
| 3Y | +64.9% | +92.6% | -27.7% | +22.2% |
| 5Y | +82.0% | +53.8% | +28.2% | +37.0% |
| All | +82.0% | +55.5% | +26.6% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling