+50.1%
MET vs NXT
+181.9%
-131.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.2% |
| 7D | +1.1% | +2.9% | -1.7% | +1.0% |
| 30D | -2.3% | -17.2% | +14.9% | -1.6% |
| 3M | +13.9% | -32.0% | +45.9% | +15.6% |
| 6M | +34.8% | -15.8% | +50.6% | +34.6% |
| YTD | +23.5% | -1.9% | +25.4% | +22.1% |
| 1Y | +23.4% | +22.5% | +0.9% | +20.1% |
| 3Y | +64.9% | +100.5% | -35.7% | +53.8% |
| All | +50.1% | +181.9% | -131.8% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling