+230.7%
MET vs OPEN
-88.9%
+319.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +0.9% |
| 7D | +4.5% | -15.0% | +19.5% | +5.0% |
| 30D | +3.5% | -40.2% | +43.7% | +5.1% |
| 3M | +5.9% | -67.4% | +73.3% | +9.5% |
| 6M | +33.1% | -74.0% | +107.1% | +38.3% |
| YTD | +33.6% | -79.6% | +113.2% | +39.5% |
| 1Y | +32.7% | -86.1% | +118.8% | +40.0% |
| 3Y | +85.0% | -41.4% | +126.4% | +77.2% |
| 5Y | +85.6% | -94.9% | +180.4% | +78.4% |
| All | +230.7% | -88.9% | +319.7% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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