+61.1%
MET vs NXT
+208.8%
-147.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.9% | +5.9% | -0.7% |
| 7D | +2.1% | -6.0% | +8.1% | +2.4% |
| 30D | +1.8% | +5.4% | -3.6% | +1.5% |
| 3M | +6.0% | -9.7% | +15.7% | +6.3% |
| 6M | +31.1% | -25.3% | +56.5% | +32.1% |
| YTD | +32.6% | +7.5% | +25.1% | +30.4% |
| 1Y | +30.5% | -3.0% | +33.5% | +28.9% |
| 3Y | +83.6% | +171.4% | -87.8% | +66.0% |
| All | +61.1% | +208.8% | -147.8% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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