+85.1%
MET vs NI
+94.6%
-9.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -2.5% | -0.6% | -1.9% | -2.2% |
| 30D | 0.0% | -1.4% | +1.4% | +0.5% |
| 3M | +13.1% | -10.6% | +23.6% | +18.4% |
| 6M | +39.0% | -9.9% | +48.9% | +44.7% |
| YTD | +25.2% | +1.2% | +24.0% | +23.5% |
| 1Y | +25.6% | +4.4% | +21.2% | +21.9% |
| 3Y | +67.1% | +68.6% | -1.5% | +30.5% |
| 5Y | +85.1% | +98.0% | -12.9% | +34.6% |
| All | +85.1% | +94.6% | -9.5% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling