+1,183.9%
MET vs NI
+1,783.2%
-599.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | -0.8% | +1.3% | -2.0% | -1.6% |
| 30D | -1.4% | -0.3% | -1.1% | -1.3% |
| 3M | +12.5% | -9.5% | +22.0% | +19.6% |
| 6M | +37.1% | -10.2% | +47.3% | +46.1% |
| YTD | +23.8% | +1.8% | +22.0% | +21.1% |
| 1Y | +24.1% | +5.7% | +18.5% | +18.1% |
| 3Y | +65.2% | +69.6% | -4.4% | +13.0% |
| 5Y | +82.3% | +95.8% | -13.5% | +10.2% |
| 10Y | +241.6% | +145.1% | +96.5% | +65.3% |
| All | +1,183.9% | +1,783.2% | -599.3% | +33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling