+243.8%
MET vs NI
+143.3%
+100.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +0.5% | -1.4% | +1.9% | +1.2% |
| 3M | +11.6% | -10.6% | +22.2% | +17.8% |
| 6M | +40.8% | -9.3% | +50.1% | +47.2% |
| YTD | +25.7% | +1.1% | +24.5% | +23.9% |
| 1Y | +24.4% | +3.4% | +21.0% | +21.0% |
| 3Y | +67.5% | +67.9% | -0.4% | +25.4% |
| 5Y | +85.8% | +98.0% | -12.1% | +25.0% |
| All | +243.8% | +143.3% | +100.5% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling