+167.5%
MET vs NVT
+732.7%
-565.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.2% | -6.4% | -4.0% |
| 7D | +1.1% | +10.4% | -9.2% | -3.3% |
| 30D | -2.3% | -1.3% | -1.0% | -2.3% |
| 3M | +13.9% | -0.6% | +14.5% | +11.2% |
| 6M | +34.8% | +53.8% | -19.0% | +4.2% |
| YTD | +23.5% | +60.2% | -36.6% | -7.3% |
| 1Y | +23.4% | +76.8% | -53.4% | -13.4% |
| 3Y | +64.9% | +191.2% | -126.4% | -20.0% |
| 5Y | +82.0% | +430.9% | -348.9% | -41.1% |
| All | +167.5% | +732.7% | -565.3% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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