+82.0%
MET vs OPEN
-84.0%
+166.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -2.1% |
| 7D | +1.1% | +1.0% | +0.2% | +1.1% |
| 30D | -2.3% | -11.9% | +9.6% | -1.9% |
| 3M | +13.9% | -28.8% | +42.6% | +15.1% |
| 6M | +34.8% | -38.6% | +73.4% | +36.8% |
| YTD | +23.5% | -47.3% | +70.9% | +25.8% |
| 1Y | +23.4% | -49.2% | +72.6% | +24.0% |
| 3Y | +64.9% | -18.8% | +83.7% | +54.1% |
| 5Y | +82.0% | -83.6% | +165.7% | +73.2% |
| All | +82.0% | -84.0% | +166.1% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling